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 4-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 | $10,050 | $49,693-79.8% | $70,515-85.7% | $74,419-86.5% |
| Participation rate | 82.8% | 64.7%+18.2pp | 68.3%+14.5pp | 70.7%+12.1pp |
| Annual return | 5.46% | 21.22%-15.8pp | 32.77%-27.3pp | 34.38%-28.9pp |
| Employer contribution / active EE | $3,749 | $1,773+111.4% | $2,973+26.1% | $2,637+42.1% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $6,412-100.0% | $348-100.0% |