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 | $20,762 | $89,904-76.9% | $453,369-95.4% | $86,799-76.1% |
| Participation rate | 97.7% | 75.7%+22.0pp | 78.0%+19.7pp | 72.3%+25.4pp |
| Annual return | -34.58% | 19.72%-54.3pp | 64.40%-99.0pp | 97.91%-132.5pp |
| Employer contribution / active EE | $3,628 | $3,279+10.6% | $4,070-10.9% | $2,405+50.8% |
| Participant deferral / active EE | $0 | $5,114-100.0% | $6,209-100.0% | $4,131-100.0% |
| Admin fee / account holder | $3 | $156-98.1% | $11,209-100.0% | $170-98.2% |