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 7-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 | $9,017 | $73,404-87.7% | $87,100-89.6% | $67,579-86.7% |
| Participation rate | 99.2% | 80.9%+18.4pp | 76.9%+22.4pp | 71.3%+27.9pp |
| Annual return | -7.21% | 48.29%-55.5pp | 28.19%-35.4pp | 378.56%-385.8pp |
| Employer contribution / active EE | $1,143 | $2,014-43.2% | $2,521-54.7% | $2,148-46.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |