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 | $9,371 | $50,972-81.6% | $88,538-89.4% | $72,985-87.2% |
| Participation rate | 98.6% | 63.4%+35.2pp | 68.7%+29.9pp | 69.5%+29.1pp |
| Annual return | -34.51% | 29.62%-64.1pp | 43.64%-78.2pp | 81.00%-115.5pp |
| Employer contribution / active EE | $3,969 | $1,475+169.2% | $2,098+89.2% | $2,440+62.7% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,914-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1 | $3,230-100.0% | $4,310-100.0% | $5,124-100.0% |