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 | $18,029 | $48,698-63.0% | $93,606-80.7% | $199,593-91.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 11.78% | 15.34%-3.6pp | 133.20%-121.4pp | 34.25%-22.5pp |
| Employer contribution / active EE | $1,273 | $1,135+12.2% | $2,420-47.4% | $3,034-58.0% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,285-100.0% | $269-100.0% |