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 | $15,307 | $89,652-82.9% | $141,162-89.2% | $65,185-76.5% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+15.9pp | 70.2%+28.2pp |
| Annual return | 7.78% | 32.79%-25.0pp | 71.39%-63.6pp | 29.38%-21.6pp |
| Employer contribution / active EE | $1,639 | $3,065-46.5% | $4,735-65.4% | $2,177-24.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $569-99.6% | $10,261-100.0% | $847-99.7% |