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 3-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 | $2,839 | $44,642-93.6% | $91,220-96.9% | $66,914-95.8% |
| Participation rate | 96.7% | 64.9%+31.9pp | 73.2%+23.6pp | 69.8%+26.9pp |
| Annual return | -236.46% | -12.29%-224.2pp | 114.01%-350.5pp | 1.58%-238.0pp |
| Employer contribution / active EE | $9,503 | $1,706+456.9% | $2,850+233.4% | $2,544+273.5% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $4,234-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,420-100.0% | $593-100.0% |