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 | $4,275 | $66,601-93.6% | $92,893-95.4% | $67,579-93.7% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 71.3%+25.7pp |
| Annual return | -88.45% | 92.58%-181.0pp | 109.41%-197.9pp | 378.56%-467.0pp |
| Employer contribution / active EE | $3,960 | $2,775+42.7% | $3,653+8.4% | $2,148+84.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |