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 | $17,753 | $95,274-81.4% | $135,903-86.9% | $74,419-76.1% |
| Participation rate | 94.5% | 78.2%+16.4pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | -27.75% | 32.77%-60.5pp | 68.23%-96.0pp | 34.38%-62.1pp |
| Employer contribution / active EE | $7,200 | $3,874+85.9% | $4,856+48.3% | $2,637+173.0% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |