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 | $20,020 | $86,332-76.8% | $125,175-84.0% | $65,185-69.3% |
| Participation rate | 91.3% | 75.3%+15.9pp | 79.8%+11.5pp | 70.2%+21.1pp |
| Annual return | 13.61% | 27.43%-13.8pp | 43.79%-30.2pp | 29.38%-15.8pp |
| Employer contribution / active EE | $744 | $2,040-63.5% | $3,865-80.8% | $2,177-65.8% |
| Participant deferral / active EE | $2,025 | $3,537-42.7% | $4,937-59.0% | $3,514-42.4% |
| Admin fee / account holder | $12 | $609-98.0% | $9,702-99.9% | $847-98.6% |