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 7-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 | $13,469 | $94,833-85.8% | $75,696-82.2% | $86,799-84.5% |
| Participation rate | 99.7% | 79.1%+20.6pp | 74.8%+24.9pp | 72.3%+27.5pp |
| Annual return | 1.66% | 16.91%-15.2pp | 104.53%-102.9pp | 97.91%-96.2pp |
| Employer contribution / active EE | $2,351 | $2,904-19.1% | $2,743-14.3% | $2,405-2.3% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $3,619-100.0% | $170-100.0% |