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 | $17,989 | $108,549-83.4% | $156,263-88.5% | $85,563-79.0% |
| Participation rate | 73.4% | 77.1%-3.7pp | 78.9%-5.5pp | 66.0%+7.5pp |
| Annual return | 7.15% | 21.79%-14.6pp | 59.47%-52.3pp | 31.51%-24.4pp |
| Employer contribution / active EE | $4,511 | $2,690+67.7% | $4,333+4.1% | $2,654+70.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $118 | $650-81.8% | $14,255-99.2% | $834-85.8% |