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 5-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 | $23,913 | $91,407-73.8% | $135,903-82.4% | $71,457-66.5% |
| Participation rate | 83.7% | 75.7%+8.1pp | 81.9%+1.8pp | 67.9%+15.8pp |
| Annual return | -4.34% | 29.90%-34.2pp | 68.23%-72.6pp | 28.85%-33.2pp |
| Employer contribution / active EE | $4,148 | $3,703+12.0% | $4,856-14.6% | $2,588+60.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,762-99.9% | $1,587-99.4% |