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 | $22,351 | $104,317-78.6% | $159,436-86.0% | $86,799-74.2% |
| Participation rate | 93.4% | 77.7%+15.7pp | 82.8%+10.5pp | 72.3%+21.1pp |
| Annual return | -30.77% | 26.32%-57.1pp | 263.57%-294.3pp | 97.91%-128.7pp |
| Employer contribution / active EE | $8,098 | $3,451+134.7% | $4,829+67.7% | $2,405+236.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |