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 | $12,093 | $50,815-76.2% | $155,509-92.2% | $77,643-84.4% |
| Participation rate | 75.3% | 63.1%+12.2pp | 78.2%-2.9pp | 70.6%+4.7pp |
| Annual return | 9.88% | 34.80%-24.9pp | 64.67%-54.8pp | 31.24%-21.4pp |
| Employer contribution / active EE | $897 | $1,993-55.0% | $4,672-80.8% | $2,726-67.1% |
| Participant deferral / active EE | $1,953 | $2,822-30.8% | $5,626-65.3% | $4,647-58.0% |
| Admin fee / account holder | $38 | $437-91.3% | $15,912-99.8% | $430-91.2% |