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 | $24,791 | $91,407-72.9% | $135,903-81.8% | $71,457-65.3% |
| Participation rate | 86.4% | 75.7%+10.8pp | 81.9%+4.5pp | 67.9%+18.5pp |
| Annual return | 7.13% | 29.90%-22.8pp | 68.23%-61.1pp | 28.85%-21.7pp |
| Employer contribution / active EE | $1,538 | $3,703-58.5% | $4,856-68.3% | $2,588-40.6% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |