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 | $8,831 | $46,423-81.0% | $75,886-88.4% | $67,579-86.9% |
| Participation rate | 99.6% | 63.1%+36.5pp | 69.3%+30.3pp | 71.3%+28.3pp |
| Annual return | -28.53% | 32.29%-60.8pp | 30.76%-59.3pp | 378.56%-407.1pp |
| Employer contribution / active EE | $1,829 | $1,406+30.1% | $2,500-26.8% | $2,148-14.8% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $5,418-100.0% | $142-100.0% |