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 | $13,842 | $62,002-77.7% | $93,606-85.2% | - |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.8%+24.2pp | - |
| Annual return | -54.71% | 20.75%-75.5pp | 32.76%-87.5pp | - |
| Employer contribution / active EE | $4,534 | $1,327+241.8% | $2,718+66.8% | - |
| Participant deferral / active EE | $0 | $2,563-100.0% | $4,069-100.0% | - |
| Admin fee / account holder | $0 | $6,149-100.0% | $7,888-100.0% | - |