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 7-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 | $27,607 | $101,317-72.8% | $146,958-81.2% | $74,495-62.9% |
| Participation rate | 82.1% | 75.5%+6.5pp | 82.2%-0.1pp | 67.2%+14.9pp |
| Annual return | -3.40% | 8730.91%-8734.3pp | 418.34%-421.7pp | 1364.94%-1368.3pp |
| Employer contribution / active EE | $2,114 | $3,810-44.5% | $4,933-57.1% | $2,623-19.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |