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 | $3,723 | $106,236-96.5% | $112,228-96.7% | $64,808-94.3% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.1%+20.0pp | 71.5%+23.6pp |
| Annual return | -71.08% | -6.02%-65.1pp | 27.45%-98.5pp | 32.82%-103.9pp |
| Employer contribution / active EE | $1,745 | $3,166-44.9% | $3,635-52.0% | $2,506-30.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1 | $452-99.9% | $6,410-100.0% | $188-99.7% |