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 | $12,163 | $82,978-85.3% | $130,231-90.7% | $74,419-83.7% |
| Participation rate | 84.2% | 73.7%+10.5pp | 76.3%+7.9pp | 70.7%+13.5pp |
| Annual return | -12.56% | 123.05%-135.6pp | 38.77%-51.3pp | 34.38%-46.9pp |
| Employer contribution / active EE | $1,369 | $3,391-59.6% | $4,126-66.8% | $2,637-48.1% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,799-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $6,020-100.0% | $348-100.0% |