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 | $17,528 | $58,290-69.9% | $98,442-82.2% | $86,799-79.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 11.05% | 43.48%-32.4pp | 1492.73%-1481.7pp | 97.91%-86.9pp |
| Employer contribution / active EE | $1,562 | $2,008-22.2% | $2,960-47.2% | $2,405-35.1% |
| Participant deferral / active EE | $1,262 | $3,152-60.0% | $4,276-70.5% | $4,131-69.4% |
| Admin fee / account holder | $4 | $138-97.1% | $5,949-99.9% | $170-97.7% |