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 | $6,510 | $42,901-84.8% | $91,220-92.9% | $64,808-90.0% |
| Participation rate | 99.7% | 68.1%+31.5pp | 73.2%+26.5pp | 71.5%+28.2pp |
| Annual return | -101.31% | -13.53%-87.8pp | 114.01%-215.3pp | 32.82%-134.1pp |
| Employer contribution / active EE | $10,259 | $1,571+553.1% | $2,850+260.0% | $2,506+309.4% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,234-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $5,420-100.0% | $188-100.0% |