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 | $12,639 | $72,482-82.6% | $129,110-90.2% | $64,808-80.5% |
| Participation rate | 97.3% | 79.2%+18.0pp | 77.3%+20.0pp | 71.5%+25.8pp |
| Annual return | -46.73% | -9.08%-37.7pp | -10.94%-35.8pp | 32.82%-79.6pp |
| Employer contribution / active EE | $5,281 | $4,247+24.3% | $5,052+4.5% | $2,506+110.7% |
| Participant deferral / active EE | $0 | $5,679-100.0% | $6,542-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $14,302-100.0% | $188-100.0% |