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 | $20,950 | $89,436-76.6% | $164,813-87.3% | $77,643-73.0% |
| Participation rate | 87.7% | 78.6%+9.0pp | 78.6%+9.1pp | 70.6%+17.1pp |
| Annual return | -36.36% | 28.83%-65.2pp | 69.93%-106.3pp | 31.24%-67.6pp |
| Employer contribution / active EE | $9,499 | $2,569+269.8% | $4,341+118.8% | $2,726+248.5% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |