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 | $12,935 | $73,102-82.3% | $123,544-89.5% | $56,287-77.0% |
| Participation rate | 99.2% | 74.3%+24.9pp | 82.3%+16.9pp | 69.9%+29.4pp |
| Annual return | -27.77% | 3.01%-30.8pp | 119.20%-147.0pp | -9.96%-17.8pp |
| Employer contribution / active EE | $5,317 | $2,977+78.6% | $4,628+14.9% | $2,111+151.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $554-99.7% | $9,284-100.0% | $521-99.7% |