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 | $23,725 | $71,516-66.8% | $98,439-75.9% | $71,457-66.8% |
| Participation rate | 95.5% | 72.7%+22.8pp | 75.2%+20.4pp | 67.9%+27.6pp |
| Annual return | 2.76% | 32.41%-29.7pp | 21.16%-18.4pp | 28.85%-26.1pp |
| Employer contribution / active EE | $2,290 | $2,399-4.5% | $3,048-24.9% | $2,588-11.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |