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 7-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 | $2,847 | $99,957-97.2% | $149,696-98.1% | $73,488-96.1% |
| Participation rate | 94.7% | 75.7%+19.0pp | 82.5%+12.3pp | 70.7%+24.1pp |
| Annual return | -160.79% | 53.87%-214.7pp | 276.60%-437.4pp | 28.51%-189.3pp |
| Employer contribution / active EE | $8,994 | $3,191+181.8% | $4,644+93.7% | $2,270+296.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |