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 | $12,125 | $50,127-75.8% | $149,673-91.9% | $80,160-84.9% |
| Participation rate | 93.1% | 64.3%+28.9pp | 78.8%+14.4pp | 72.9%+20.2pp |
| Annual return | 8.32% | 29.82%-21.5pp | 134.42%-126.1pp | 40.38%-32.1pp |
| Employer contribution / active EE | $548 | $1,865-70.6% | $4,818-88.6% | $2,978-81.6% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,210-100.0% | $145-100.0% |