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 7-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 | $4,947 | $34,677-85.7% | $77,024-93.6% | $64,808-92.4% |
| Participation rate | 78.0% | 49.8%+28.2pp | 67.9%+10.1pp | 71.5%+6.6pp |
| Annual return | -24.43% | -5.33%-19.1pp | 42.32%-66.7pp | 32.82%-57.2pp |
| Employer contribution / active EE | $557 | $1,370-59.4% | $2,812-80.2% | $2,506-77.8% |
| Participant deferral / active EE | $1,468 | $2,556-42.6% | $4,426-66.8% | $4,310-66.0% |
| Admin fee / account holder | $36 | $179-80.1% | $5,425-99.3% | $188-81.1% |