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 | $30,952 | $93,182-66.8% | $146,665-78.9% | $79,386-61.0% |
| Participation rate | 96.6% | 76.4%+20.2pp | 80.1%+16.6pp | 70.7%+25.9pp |
| Annual return | -18.06% | 21.61%-39.7pp | 22.74%-40.8pp | 116.85%-134.9pp |
| Employer contribution / active EE | $5,104 | $2,420+110.9% | $4,136+23.4% | $2,427+110.2% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |