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 | $2,505 | $98,982-97.5% | $162,163-98.5% | $65,185-96.2% |
| Participation rate | 91.1% | 85.8%+5.3pp | 87.6%+3.5pp | 70.2%+20.9pp |
| Annual return | 1.82% | 24.84%-23.0pp | 115.59%-113.8pp | 29.38%-27.6pp |
| Employer contribution / active EE | $1,360 | $3,467-60.8% | $5,614-75.8% | $2,177-37.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |