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 | $5,976 | $47,126-87.3% | $149,673-96.0% | $74,419-92.0% |
| Participation rate | 94.9% | 63.4%+31.5pp | 78.8%+16.1pp | 70.7%+24.1pp |
| Annual return | -10.27% | 22.75%-33.0pp | 134.42%-144.7pp | 34.38%-44.6pp |
| Employer contribution / active EE | $430 | $1,905-77.5% | $4,818-91.1% | $2,637-83.7% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |