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 | $11,752 | $41,467-71.7% | $67,313-82.5% | $55,725-78.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -20.12% | 0.82%-20.9pp | -4.08%-16.0pp | 244.93%-265.1pp |
| Employer contribution / active EE | $1,794 | $1,316+36.3% | $2,566-30.1% | $2,078-13.7% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $4,507-100.0% | $115-100.0% |