See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,208 | $67,512-98.2% | $185,823-99.3% | $93,030-98.7% |
| Participation rate | 96.8% | 67.1%+29.7pp | 81.7%+15.1pp | 73.9%+22.9pp |
| Annual return | -106.41% | 21.04%-127.5pp | 122.05%-228.5pp | 158.70%-265.1pp |
| Employer contribution / active EE | $5,826 | $1,783+226.7% | $5,167+12.8% | $2,706+115.3% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $318-100.0% | $16,237-100.0% | $152-100.0% |