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 | $22,479 | $71,142-68.4% | $119,609-81.2% | $64,808-65.3% |
| Participation rate | 96.0% | 78.6%+17.4pp | 79.3%+16.7pp | 71.5%+24.5pp |
| Annual return | -34.23% | -10.01%-24.2pp | -14.97%-19.3pp | 32.82%-67.1pp |
| Employer contribution / active EE | $10,230 | $2,497+309.6% | $4,232+141.7% | $2,506+308.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |