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 9-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 | $8,695 | $65,376-86.7% | $87,100-90.0% | $65,185-86.7% |
| Participation rate | 92.3% | 75.3%+17.0pp | 76.9%+15.4pp | 70.2%+22.1pp |
| Annual return | 7.90% | 31.27%-23.4pp | 28.19%-20.3pp | 29.38%-21.5pp |
| Employer contribution / active EE | $1,698 | $1,822-6.8% | $2,521-32.7% | $2,177-22.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |