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 7-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 | $8,829 | $88,122-90.0% | $141,162-93.7% | $67,579-86.9% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | -49.45% | 75.40%-124.9pp | 71.39%-120.8pp | 378.56%-428.0pp |
| Employer contribution / active EE | $3,637 | $3,224+12.8% | $4,735-23.2% | $2,148+69.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |