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 6-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 | $13,594 | $104,475-87.0% | $159,436-91.5% | $79,386-82.9% |
| Participation rate | 99.2% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.5pp |
| Annual return | -26.85% | 67.95%-94.8pp | 263.57%-290.4pp | 116.85%-143.7pp |
| Employer contribution / active EE | $2,103 | $3,417-38.4% | $4,829-56.4% | $2,427-13.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $711-99.9% | $10,799-100.0% | $626-99.8% |