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 | $6,280 | $29,516-78.7% | $77,482-91.9% | $90,288-93.0% |
| Participation rate | 100.0% | 33.7%+66.3pp | 54.2%+45.8pp | 73.4%+26.6pp |
| Annual return | 0.50% | 231.18%-230.7pp | 54.79%-54.3pp | 53.97%-53.5pp |
| Employer contribution / active EE | $540 | $381+41.8% | $986-45.3% | $2,524-78.6% |
| Participant deferral / active EE | $0 | $944-100.0% | $1,861-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $2,858-100.0% | $114-100.0% |