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 | $11,782 | $65,435-82.0% | $86,677-86.4% | $66,914-82.4% |
| Participation rate | 91.4% | 75.5%+15.9pp | 76.6%+14.8pp | 69.8%+21.6pp |
| Annual return | -18.52% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,752 | $2,153-18.7% | $2,836-38.2% | $2,544-31.2% |
| Participant deferral / active EE | $3,385 | $4,100-17.5% | $4,656-27.3% | $4,237-20.1% |
| Admin fee / account holder | $6 | $642-99.0% | $7,493-99.9% | $593-98.9% |