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 8-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 | $9,768 | $88,083-88.9% | $164,813-94.1% | $74,495-86.9% |
| Participation rate | 98.1% | 73.0%+25.1pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | -87.32% | 17.26%-104.6pp | 69.93%-157.3pp | 1364.94%-1452.3pp |
| Employer contribution / active EE | $6,393 | $2,593+146.6% | $4,341+47.3% | $2,623+143.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |