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 | $16,147 | $78,419-79.4% | $133,956-87.9% | $73,409-78.0% |
| Participation rate | 96.9% | 78.6%+18.3pp | 79.8%+17.1pp | 72.2%+24.7pp |
| Annual return | -67.79% | 33.35%-101.1pp | 45.09%-112.9pp | 59.29%-127.1pp |
| Employer contribution / active EE | $11,421 | $2,044+458.9% | $3,919+191.5% | $2,234+411.3% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |