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 | $13,987 | $88,122-84.1% | $141,162-90.1% | $67,579-79.3% |
| Participation rate | 97.9% | 76.5%+21.4pp | 82.5%+15.4pp | 71.3%+26.6pp |
| Annual return | 8.58% | 75.40%-66.8pp | 71.39%-62.8pp | 378.56%-370.0pp |
| Employer contribution / active EE | $1,790 | $3,224-44.5% | $4,735-62.2% | $2,148-16.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |