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 | $23,370 | $79,428-70.6% | $106,548-78.1% | $79,386-70.6% |
| Participation rate | 99.3% | 74.1%+25.2pp | 76.1%+23.2pp | 70.7%+28.6pp |
| Annual return | 8.76% | 18.27%-9.5pp | 26.80%-18.0pp | 116.85%-108.1pp |
| Employer contribution / active EE | $2,280 | $2,234+2.1% | $2,819-19.1% | $2,427-6.1% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-99.9% | $7,407-100.0% | $626-99.9% |