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 | $11,212 | $70,115-84.0% | $70,515-84.1% | $80,160-86.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.3%+31.7pp | 72.9%+27.1pp |
| Annual return | -41.16% | 134.51%-175.7pp | 32.77%-73.9pp | 40.38%-81.5pp |
| Employer contribution / active EE | $402 | $3,021-86.7% | $2,973-86.5% | $2,978-86.5% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $6,412-100.0% | $145-100.0% |