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 6-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 | $7,414 | $46,219-84.0% | $89,391-91.7% | $90,288-91.8% |
| Participation rate | 85.9% | 44.9%+41.1pp | 68.0%+18.0pp | 73.4%+12.6pp |
| Annual return | -64.80% | 25.71%-90.5pp | 245.62%-310.4pp | 53.97%-118.8pp |
| Employer contribution / active EE | $1,727 | $953+81.2% | $2,586-33.2% | $2,524-31.6% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $4,881-100.0% | $114-100.0% |