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 | $2,584 | $37,426-93.1% | $77,482-96.7% | $79,858-96.8% |
| Participation rate | 87.1% | 41.5%+45.6pp | 54.2%+33.0pp | 69.6%+17.5pp |
| Annual return | -137.05% | 39.70%-176.8pp | 54.79%-191.8pp | 31.71%-168.8pp |
| Employer contribution / active EE | $6,555 | $637+929.6% | $986+564.5% | $2,471+165.3% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |