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 | $6,232 | $50,815-87.7% | $155,509-96.0% | $77,643-92.0% |
| Participation rate | 99.0% | 63.1%+35.9pp | 78.2%+20.8pp | 70.6%+28.5pp |
| Annual return | -205.62% | 34.80%-240.4pp | 64.67%-270.3pp | 31.24%-236.9pp |
| Employer contribution / active EE | $13,634 | $1,993+584.2% | $4,672+191.8% | $2,726+400.2% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |