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 | $9,357 | $73,404-87.3% | $87,100-89.3% | $67,579-86.2% |
| Participation rate | 92.7% | 80.9%+11.9pp | 76.9%+15.9pp | 71.3%+21.5pp |
| Annual return | 4.36% | 48.29%-43.9pp | 28.19%-23.8pp | 378.56%-374.2pp |
| Employer contribution / active EE | $730 | $2,014-63.8% | $2,521-71.1% | $2,148-66.0% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |