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 8-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 | $9,955 | $59,159-83.2% | $159,960-93.8% | $66,914-85.1% |
| Participation rate | 84.2% | 68.1%+16.1pp | 78.0%+6.3pp | 69.8%+14.4pp |
| Annual return | -19.07% | -12.26%-6.8pp | 408.60%-427.7pp | 1.58%-20.7pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,489 | $4,395-43.4% | $6,182-59.7% | $4,237-41.2% |
| Admin fee / account holder | $67 | $591-88.7% | $8,698-99.2% | $593-88.8% |