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 9-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 | $15,525 | $95,803-83.8% | $113,168-86.3% | $84,808-81.7% |
| Participation rate | 98.8% | 72.9%+25.9pp | 76.6%+22.2pp | 68.3%+30.5pp |
| Annual return | -4.39% | 25.00%-29.4pp | 24.27%-28.7pp | 40.90%-45.3pp |
| Employer contribution / active EE | $6,341 | $2,360+168.7% | $2,975+113.1% | $2,631+141.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |