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 | $5,261 | $44,960-88.3% | $84,966-93.8% | $74,495-92.9% |
| Participation rate | 98.3% | 49.4%+49.0pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | -3.33% | 26.24%-29.6pp | 66.38%-69.7pp | 1364.94%-1368.3pp |
| Employer contribution / active EE | $294 | $1,457-79.8% | $2,727-89.2% | $2,623-88.8% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |