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 9-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 | $14,896 | $62,267-76.1% | $110,238-86.5% | $55,725-73.3% |
| Participation rate | 97.5% | 78.1%+19.4pp | 79.8%+17.7pp | 70.9%+26.6pp |
| Annual return | -74.21% | -1.07%-73.1pp | 314.74%-389.0pp | 244.93%-319.1pp |
| Employer contribution / active EE | $11,919 | $1,941+513.9% | $3,826+211.5% | $2,078+473.5% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |