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 10-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 | $20,616 | $73,102-71.8% | $123,544-83.3% | $56,287-63.4% |
| Participation rate | 82.0% | 74.3%+7.7pp | 82.3%-0.3pp | 69.9%+12.1pp |
| Annual return | -19.88% | 3.01%-22.9pp | 119.20%-139.1pp | -9.96%-9.9pp |
| Employer contribution / active EE | $691 | $2,977-76.8% | $4,628-85.1% | $2,111-67.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |