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 | $11,663 | $74,188-84.3% | $115,756-89.9% | $64,808-82.0% |
| Participation rate | 90.5% | 76.2%+14.3pp | 77.1%+13.4pp | 71.5%+19.0pp |
| Annual return | -24.84% | -11.81%-13.0pp | 143.14%-168.0pp | 32.82%-57.7pp |
| Employer contribution / active EE | $2,332 | $3,365-30.7% | $3,793-38.5% | $2,506-6.9% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $6,254-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $148-96.6% | $8,124-99.9% | $188-97.3% |