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 5-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 | $4,434 | $61,156-92.7% | $185,823-97.6% | $79,386-94.4% |
| Participation rate | 76.4% | 66.6%+9.8pp | 81.7%-5.3pp | 70.7%+5.7pp |
| Annual return | 2.54% | 19.45%-16.9pp | 122.05%-119.5pp | 116.85%-114.3pp |
| Employer contribution / active EE | $1,969 | $2,321-15.2% | $5,167-61.9% | $2,427-18.9% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $710-99.0% | $16,237-100.0% | $626-98.9% |