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 | $4,082 | $88,324-95.4% | $115,037-96.5% | $55,191-92.6% |
| Participation rate | 98.0% | 72.5%+25.5pp | 81.4%+16.7pp | 69.2%+28.9pp |
| Annual return | -1.41% | 6.30%-7.7pp | 26.14%-27.6pp | 10.78%-12.2pp |
| Employer contribution / active EE | $990 | $2,805-64.7% | $4,608-78.5% | $1,899-47.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $2 | $105-98.3% | $8,175-100.0% | $91-98.0% |