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 4-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 | $5,366 | $34,677-84.5% | $77,024-93.0% | $64,808-91.7% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | -119.40% | -5.33%-114.1pp | 42.32%-161.7pp | 32.82%-152.2pp |
| Employer contribution / active EE | $8,092 | $1,370+490.7% | $2,812+187.7% | $2,506+222.9% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $179-97.0% | $5,425-99.9% | $188-97.2% |