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 | $25,221 | $119,446-78.9% | $150,045-83.2% | $85,563-70.5% |
| Participation rate | 96.6% | 75.4%+21.1pp | 82.3%+14.3pp | 66.0%+30.6pp |
| Annual return | 13.90% | 23.72%-9.8pp | 62.55%-48.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $12,909 | $4,078+216.5% | $4,693+175.1% | $2,654+386.5% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |