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 | $25,833 | $155,795-83.4% | $136,294-81.0% | $69,631-62.9% |
| Participation rate | 99.7% | 75.2%+24.4pp | 81.9%+17.7pp | 70.7%+29.0pp |
| Annual return | -5.74% | 232464.33%-232470.1pp | 5155.94%-5161.7pp | 27571.02%-27576.8pp |
| Employer contribution / active EE | $3,862 | $2,991+29.1% | $4,695-17.7% | $2,032+90.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $5 | $128-96.1% | $9,243-99.9% | $110-95.5% |