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 | $16,397 | $70,908-76.9% | $98,907-83.4% | $73,488-77.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 8.86% | 34.17%-25.3pp | 196.43%-187.6pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,049 | $2,036-48.5% | $2,689-61.0% | $2,270-53.8% |
| Participant deferral / active EE | $2,116 | $3,500-39.5% | $4,244-50.1% | $3,740-43.4% |
| Admin fee / account holder | $20 | $535-96.2% | $6,642-99.7% | $513-96.1% |