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 | $5,864 | $37,393-84.3% | $77,024-92.4% | $66,914-91.2% |
| Participation rate | 91.0% | 52.9%+38.2pp | 67.9%+23.1pp | 69.8%+21.2pp |
| Annual return | -63.10% | -3.29%-59.8pp | 42.32%-105.4pp | 1.58%-64.7pp |
| Employer contribution / active EE | $6,232 | $1,531+307.1% | $2,812+121.6% | $2,544+145.0% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |