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 | $8,206 | $78,275-89.5% | $109,143-92.5% | $86,799-90.5% |
| Participation rate | 95.8% | 73.8%+22.0pp | 75.9%+20.0pp | 72.3%+23.6pp |
| Annual return | -73.11% | 19.14%-92.3pp | 25.75%-98.9pp | 97.91%-171.0pp |
| Employer contribution / active EE | $5,599 | $3,105+80.3% | $3,722+50.4% | $2,405+132.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |