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 | $7,418 | $52,953-86.0% | $172,739-95.7% | $65,185-88.6% |
| Participation rate | 96.2% | 66.2%+30.0pp | 82.6%+13.5pp | 70.2%+26.0pp |
| Annual return | -48.71% | 30.12%-78.8pp | 802.84%-851.5pp | 29.38%-78.1pp |
| Employer contribution / active EE | $3,433 | $2,190+56.8% | $5,143-33.2% | $2,177+57.7% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |