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 | $23,372 | $54,193-56.9% | $93,606-75.0% | $77,643-69.9% |
| Participation rate | 91.5% | 63.9%+27.5pp | 68.7%+22.8pp | 70.6%+20.9pp |
| Annual return | -1.12% | 30.54%-31.7pp | 133.20%-134.3pp | 31.24%-32.4pp |
| Employer contribution / active EE | $2,249 | $1,168+92.6% | $2,420-7.1% | $2,726-17.5% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $576-99.9% | $8,285-100.0% | $430-99.8% |