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 | $10,078 | $70,879-85.8% | $189,557-94.7% | $79,386-87.3% |
| Participation rate | 97.4% | 68.0%+29.5pp | 78.4%+19.0pp | 70.7%+26.7pp |
| Annual return | 11.10% | 20.70%-9.6pp | 64.17%-53.1pp | 116.85%-105.7pp |
| Employer contribution / active EE | $3,550 | $1,806+96.6% | $4,412-19.5% | $2,427+46.3% |
| Participant deferral / active EE | $0 | $4,081-100.0% | $6,174-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $9,807-100.0% | $626-100.0% |