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 | $10,197 | $73,360-86.1% | $177,989-94.3% | $74,495-86.3% |
| Participation rate | 95.1% | 66.6%+28.5pp | 77.1%+18.0pp | 67.2%+27.9pp |
| Annual return | 9.06% | 17.49%-8.4pp | 294.48%-285.4pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,445 | $2,216-34.8% | $3,949-63.4% | $2,623-44.9% |
| Participant deferral / active EE | $2,970 | $4,513-34.2% | $6,276-52.7% | $4,346-31.7% |
| Admin fee / account holder | $26 | $1,808-98.6% | $10,363-99.7% | $1,942-98.7% |