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 | $20,134 | $91,372-78.0% | $129,995-84.5% | $74,419-72.9% |
| Participation rate | 97.2% | 77.8%+19.4pp | 78.5%+18.7pp | 70.7%+26.4pp |
| Annual return | -47.70% | 23.21%-70.9pp | -137.18%+89.5pp | 34.38%-82.1pp |
| Employer contribution / active EE | $10,051 | $2,563+292.1% | $4,320+132.7% | $2,637+281.1% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |