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 7-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 | $9,201 | $79,519-88.4% | $95,952-90.4% | $73,409-87.5% |
| Participation rate | 97.6% | 81.2%+16.5pp | 77.1%+20.6pp | 72.2%+25.5pp |
| Annual return | 0.67% | 19.20%-18.5pp | 91.61%-90.9pp | 59.29%-58.6pp |
| Employer contribution / active EE | $650 | $2,048-68.2% | $2,541-74.4% | $2,234-70.9% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |