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 | $14,086 | $44,059-68.0% | $71,671-80.3% | $69,631-79.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | -2.03% | 21.97%-24.0pp | 20.65%-22.7pp | 27571.02%-27573.1pp |
| Employer contribution / active EE | $1,728 | $1,305+32.4% | $2,460-29.8% | $2,032-15.0% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $5,558-100.0% | $110-100.0% |