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 | $8,900 | $50,082-82.2% | $93,406-90.5% | $79,858-88.9% |
| Participation rate | 98.4% | 60.9%+37.5pp | 66.8%+31.6pp | 69.6%+28.8pp |
| Annual return | -14.50% | 24.59%-39.1pp | 78.05%-92.6pp | 31.71%-46.2pp |
| Employer contribution / active EE | $4,477 | $1,303+243.5% | $2,075+115.8% | $2,471+81.2% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |