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 | $28,237 | $104,317-72.9% | $159,436-82.3% | $86,799-67.5% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.8%+15.7pp | 72.3%+26.2pp |
| Annual return | -12.76% | 26.32%-39.1pp | 263.57%-276.3pp | 97.91%-110.7pp |
| Employer contribution / active EE | $4,508 | $3,451+30.6% | $4,829-6.6% | $2,405+87.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |