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 4-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 | $45,597 | $168,082-72.9% | $150,045-69.6% | - |
| Participation rate | 77.8% | 71.4%+6.3pp | 82.3%-4.5pp | - |
| Annual return | -6.03% | 24.81%-30.8pp | 62.55%-68.6pp | - |
| Employer contribution / active EE | $3,842 | $3,603+6.6% | $4,693-18.1% | - |
| Participant deferral / active EE | $0 | $7,053-100.0% | $7,997-100.0% | - |
| Admin fee / account holder | $5 | $7,866-99.9% | $13,435-100.0% | - |