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 8-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 | $5,371 | $75,183-92.9% | $123,892-95.7% | $55,167-90.3% |
| Participation rate | 88.7% | 72.8%+15.9pp | 81.4%+7.3pp | 69.0%+19.7pp |
| Annual return | 0.79% | 19.01%-18.2pp | 47.52%-46.7pp | 169.23%-168.4pp |
| Employer contribution / active EE | $617 | $2,823-78.1% | $4,617-86.6% | $1,963-68.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |