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 | $8,464 | $80,138-89.4% | $130,231-93.5% | $71,457-88.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | -29.13% | 16.81%-45.9pp | 38.77%-67.9pp | 28.85%-58.0pp |
| Employer contribution / active EE | $1,364 | $2,834-51.9% | $4,126-66.9% | $2,588-47.3% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,799-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,035-100.0% | $6,020-100.0% | $1,587-100.0% |