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 | $8,916 | $89,588-90.0% | $136,007-93.4% | $77,643-88.5% |
| Participation rate | 89.0% | 74.3%+14.7pp | 76.5%+12.5pp | 70.6%+18.4pp |
| Annual return | -43.20% | 17.42%-60.6pp | 579.32%-622.5pp | 31.24%-74.4pp |
| Employer contribution / active EE | $2,655 | $3,491-23.9% | $4,217-37.0% | $2,726-2.6% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,025-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,858-100.0% | $430-100.0% |