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 | $10,893 | $47,456-77.0% | $172,739-93.7% | $77,787-86.0% |
| Participation rate | 95.8% | 66.3%+29.6pp | 82.6%+13.2pp | 73.2%+22.6pp |
| Annual return | 1.50% | 35.57%-34.1pp | 802.84%-801.3pp | 32.57%-31.1pp |
| Employer contribution / active EE | $556 | $1,574-64.7% | $5,143-89.2% | $2,504-77.8% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $13,954-100.0% | $100-100.0% |