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 | $29 | $79,944-100.0% | $98,439-100.0% | $75,163-100.0% |
| Participation rate | 98.7% | 70.4%+28.3pp | 75.2%+23.6pp | 67.2%+31.5pp |
| Annual return | -9066.16% | 19.75%-9085.9pp | 21.16%-9087.3pp | 160.62%-9226.8pp |
| Employer contribution / active EE | $3,339 | $2,264+47.5% | $3,048+9.5% | $2,670+25.1% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |