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 9-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 | $13,142 | $68,719-80.9% | $91,541-85.6% | $84,808-84.5% |
| Participation rate | 98.5% | 64.5%+34.0pp | 69.8%+28.7pp | 68.3%+30.2pp |
| Annual return | -10.94% | 19.12%-30.1pp | 20.50%-31.4pp | 40.90%-51.8pp |
| Employer contribution / active EE | $2,364 | $1,920+23.1% | $2,505-5.6% | $2,631-10.1% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |