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 3-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 | $11,411 | $142,424-92.0% | $100,534-88.6% | $74,304-84.6% |
| Participation rate | 98.0% | 79.6%+18.4pp | 80.6%+17.4pp | 60.3%+37.6pp |
| Annual return | -134.94% | 27.53%-162.5pp | 32.66%-167.6pp | 29.43%-164.4pp |
| Employer contribution / active EE | $23,575 | $5,555+324.4% | $4,346+442.4% | $2,241+951.9% |
| Participant deferral / active EE | $0 | $8,247-100.0% | $6,144-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $1,986-100.0% | $7,654-100.0% | $2,969-100.0% |