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 | $6,600 | $108,549-93.9% | $156,263-95.8% | $85,563-92.3% |
| Participation rate | 98.7% | 77.1%+21.6pp | 78.9%+19.8pp | 66.0%+32.7pp |
| Annual return | -99.78% | 21.79%-121.6pp | 59.47%-159.3pp | 31.51%-131.3pp |
| Employer contribution / active EE | $8,918 | $2,690+231.6% | $4,333+105.8% | $2,654+236.1% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $14,255-100.0% | $834-100.0% |