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 | $9,285 | $73,360-87.3% | $177,989-94.8% | $74,495-87.5% |
| Participation rate | 90.7% | 66.6%+24.0pp | 77.1%+13.6pp | 67.2%+23.5pp |
| Annual return | -27.12% | 17.49%-44.6pp | 294.48%-321.6pp | 1364.94%-1392.1pp |
| Employer contribution / active EE | $1,704 | $2,216-23.1% | $3,949-56.8% | $2,623-35.0% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $6,276-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,808-100.0% | $10,363-100.0% | $1,942-100.0% |