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 10-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 | $9,235 | $57,384-83.9% | $106,387-91.3% | $56,287-83.6% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.5%+22.5pp | 69.9%+30.1pp |
| Annual return | -11.05% | 5.91%-17.0pp | 0.25%-11.3pp | -9.96%-1.1pp |
| Employer contribution / active EE | $1,258 | $2,348-46.4% | $3,520-64.3% | $2,111-40.4% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |