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 4-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 | $21,530 | $92,971-76.8% | $96,683-77.7% | $74,419-71.1% |
| Participation rate | 99.0% | 71.5%+27.4pp | 74.3%+24.6pp | 70.7%+28.3pp |
| Annual return | 4.45% | 37.49%-33.0pp | 35.69%-31.2pp | 34.38%-29.9pp |
| Employer contribution / active EE | $2,162 | $3,426-36.9% | $3,737-42.2% | $2,637-18.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $15 | $633-97.7% | $6,730-99.8% | $348-95.8% |