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 | $9,356 | $55,415-83.1% | $155,509-94.0% | $74,495-87.4% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+19.0pp | 67.2%+29.9pp |
| Annual return | 9.31% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $686 | $2,267-69.8% | $4,672-85.3% | $2,623-73.9% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.5% |