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 5-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 | $17,382 | $92,303-81.2% | $152,466-88.6% | $86,799-80.0% |
| Participation rate | 93.7% | 81.1%+12.6pp | 78.2%+15.5pp | 72.3%+21.4pp |
| Annual return | -44.35% | 531.69%-576.0pp | 757.33%-801.7pp | 97.91%-142.3pp |
| Employer contribution / active EE | $4,584 | $3,748+22.3% | $4,327+6.0% | $2,405+90.6% |
| Participant deferral / active EE | $0 | $5,599-100.0% | $5,820-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-99.9% | $15,805-100.0% | $170-100.0% |