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 | $3,991 | $38,365-89.6% | $84,611-95.3% | $65,185-93.9% |
| Participation rate | 99.3% | 55.7%+43.7pp | 68.2%+31.1pp | 70.2%+29.1pp |
| Annual return | -24.53% | 32.00%-56.5pp | 258.74%-283.3pp | 29.38%-53.9pp |
| Employer contribution / active EE | $517 | $1,258-58.9% | $2,652-80.5% | $2,177-76.2% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $451-99.8% | $4,912-100.0% | $847-99.9% |