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 | $3,896 | $73,638-94.7% | $95,952-95.9% | $73,488-94.7% |
| Participation rate | 99.4% | 76.2%+23.2pp | 77.1%+22.3pp | 70.7%+28.7pp |
| Annual return | -16.03% | 16.78%-32.8pp | 91.61%-107.6pp | 28.51%-44.5pp |
| Employer contribution / active EE | $595 | $1,863-68.1% | $2,541-76.6% | $2,270-73.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |