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 | $33,150 | $84,936-61.0% | $111,297-70.2% | $79,386-58.2% |
| Participation rate | 92.7% | 75.9%+16.9pp | 77.3%+15.4pp | 70.7%+22.0pp |
| Annual return | 5.96% | 17.45%-11.5pp | 54.65%-48.7pp | 116.85%-110.9pp |
| Employer contribution / active EE | $1,911 | $1,979-3.4% | $2,731-30.0% | $2,427-21.3% |
| Participant deferral / active EE | $3,728 | $3,888-4.1% | $4,487-16.9% | $4,046-7.8% |
| Admin fee / account holder | $28 | $537-94.7% | $7,964-99.6% | $626-95.5% |