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 | $13,590 | $52,293-74.0% | $178,490-92.4% | $73,409-81.5% |
| Participation rate | 95.5% | 65.3%+30.2pp | 81.9%+13.6pp | 72.2%+23.4pp |
| Annual return | 2.68% | 34.75%-32.1pp | 151.07%-148.4pp | 59.29%-56.6pp |
| Employer contribution / active EE | $651 | $1,735-62.5% | $5,011-87.0% | $2,234-70.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |