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 | $28,384 | $104,475-72.8% | $159,436-82.2% | $79,386-64.2% |
| Participation rate | 83.1% | 76.6%+6.4pp | 82.8%+0.2pp | 70.7%+12.3pp |
| Annual return | -10.42% | 67.95%-78.4pp | 263.57%-274.0pp | 116.85%-127.3pp |
| Employer contribution / active EE | $3,516 | $3,417+2.9% | $4,829-27.2% | $2,427+44.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |