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 | $8,173 | $73,933-88.9% | $96,683-91.5% | $75,163-89.1% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.3%+12.8pp | 67.2%+20.0pp |
| Annual return | -32.37% | 26.70%-59.1pp | 35.69%-68.1pp | 160.62%-193.0pp |
| Employer contribution / active EE | $2,026 | $2,928-30.8% | $3,737-45.8% | $2,670-24.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |