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 | $3,394 | $73,933-95.4% | $96,683-96.5% | $75,163-95.5% |
| Participation rate | 94.0% | 66.4%+27.6pp | 74.3%+19.7pp | 67.2%+26.8pp |
| Annual return | -124.11% | 26.70%-150.8pp | 35.69%-159.8pp | 160.62%-284.7pp |
| Employer contribution / active EE | $78,574 | $2,928+2583.8% | $3,737+2002.7% | $2,670+2843.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |