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 10-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 | $3,307 | $33,067-90.0% | $76,523-95.7% | $56,287-94.1% |
| Participation rate | 91.4% | 55.4%+36.0pp | 68.0%+23.4pp | 69.9%+21.6pp |
| Annual return | -56.01% | 2.72%-58.7pp | -0.27%-55.7pp | -9.96%-46.1pp |
| Employer contribution / active EE | $1,852 | $1,200+54.3% | $2,647-30.1% | $2,111-12.3% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |