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 9-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 | $18,772 | $89,739-79.1% | $149,718-87.5% | $62,292-69.9% |
| Participation rate | 99.4% | 85.1%+14.3pp | 87.1%+12.3pp | 69.5%+29.9pp |
| Annual return | 7.93% | 21.01%-13.1pp | 1501.63%-1493.7pp | 28.90%-21.0pp |
| Employer contribution / active EE | $2,248 | $3,233-30.5% | $5,445-58.7% | $2,042+10.1% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |