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 | $8,290 | $60,323-86.3% | $81,812-89.9% | $74,495-88.9% |
| Participation rate | 99.0% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.8pp |
| Annual return | -54.52% | 16.90%-71.4pp | 773.79%-828.3pp | 1364.94%-1419.5pp |
| Employer contribution / active EE | $8,725 | $2,620+233.0% | $2,912+199.6% | $2,623+232.7% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |