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 | $18,333 | $136,307-86.6% | $177,821-89.7% | $73,488-75.1% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.7%+11.8pp | 70.7%+28.9pp |
| Annual return | 10.06% | 18.68%-8.6pp | 48.32%-38.3pp | 28.51%-18.4pp |
| Employer contribution / active EE | $2,198 | $3,712-40.8% | $5,918-62.9% | $2,270-3.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |