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 | $32,807 | $104,697-68.7% | $96,544-66.0% | $80,160-59.1% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.0%+22.3pp | 72.9%+25.4pp |
| Annual return | 12.78% | 21.78%-9.0pp | 25.84%-13.1pp | 40.38%-27.6pp |
| Employer contribution / active EE | $2,093 | $3,536-40.8% | $2,965-29.4% | $2,978-29.7% |
| Participant deferral / active EE | $4,392 | $6,188-29.0% | $4,851-9.5% | $5,017-12.5% |
| Admin fee / account holder | $0 | $107-100.0% | $8,252-100.0% | $145-100.0% |