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 9-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 | $18,485 | $54,193-65.9% | $93,606-80.3% | $77,643-76.2% |
| Participation rate | 97.0% | 63.9%+33.1pp | 68.7%+28.3pp | 70.6%+26.4pp |
| Annual return | -5.08% | 30.54%-35.6pp | 133.20%-138.3pp | 31.24%-36.3pp |
| Employer contribution / active EE | $2,696 | $1,168+130.8% | $2,420+11.4% | $2,726-1.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |