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 6-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 | $18,617 | $76,670-75.7% | $96,683-80.7% | $71,457-73.9% |
| Participation rate | 99.1% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.2pp |
| Annual return | -2016.25% | 48.29%-2064.5pp | 35.69%-2051.9pp | 28.85%-2045.1pp |
| Employer contribution / active EE | $33,245 | $3,031+996.7% | $3,737+789.7% | $2,588+1184.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4 | $2,028-99.8% | $6,730-99.9% | $1,587-99.8% |