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 | $14,395 | $40,174-64.2% | $84,015-82.9% | $67,579-78.7% |
| Participation rate | 93.9% | 62.7%+31.2pp | 69.0%+24.8pp | 71.3%+22.6pp |
| Annual return | -24.05% | 25.82%-49.9pp | 71.31%-95.4pp | 378.56%-402.6pp |
| Employer contribution / active EE | $3,364 | $808+316.6% | $1,983+69.6% | $2,148+56.6% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $128-96.8% | $6,101-99.9% | $142-97.1% |