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 | $19,422 | $67,703-71.3% | $127,761-84.8% | $65,185-70.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 0.55% | 24.36%-23.8pp | 26.14%-25.6pp | 29.38%-28.8pp |
| Employer contribution / active EE | $1,111 | $3,724-70.2% | $4,574-75.7% | $2,177-49.0% |
| Participant deferral / active EE | $0 | $4,787-100.0% | $6,021-100.0% | $3,514-100.0% |
| Admin fee / account holder | $12 | $618-98.1% | $9,395-99.9% | $847-98.6% |