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 4-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 | $2,148 | $26,549-91.9% | $61,373-96.5% | $66,914-96.8% |
| Participation rate | 75.3% | 38.1%+37.2pp | 52.6%+22.7pp | 69.8%+5.5pp |
| Annual return | -39.90% | -16.21%-23.7pp | 338.61%-378.5pp | 1.58%-41.5pp |
| Employer contribution / active EE | $569 | $651-12.6% | $1,159-50.9% | $2,544-77.6% |
| Participant deferral / active EE | $1,255 | $1,338-6.2% | $2,125-40.9% | $4,237-70.4% |
| Admin fee / account holder | $48 | $409-88.2% | $2,130-97.7% | $593-91.9% |