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 | $7,236 | $56,485-87.2% | $185,823-96.1% | $86,799-91.7% |
| Participation rate | 96.3% | 65.5%+30.9pp | 81.7%+14.6pp | 72.3%+24.1pp |
| Annual return | -2.03% | 118.04%-120.1pp | 122.05%-124.1pp | 97.91%-99.9pp |
| Employer contribution / active EE | $397 | $1,843-78.5% | $5,167-92.3% | $2,405-83.5% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $30 | $150-80.2% | $16,237-99.8% | $170-82.6% |