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 | $18,293 | $54,573-66.5% | $90,951-79.9% | $73,488-75.1% |
| Participation rate | 89.2% | 61.2%+28.1pp | 69.0%+20.2pp | 70.7%+18.6pp |
| Annual return | 3.08% | 16.69%-13.6pp | 134.60%-131.5pp | 28.51%-25.4pp |
| Employer contribution / active EE | $513 | $991-48.3% | $2,122-75.8% | $2,270-77.4% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $521-98.7% | $5,959-99.9% | $513-98.7% |