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 | $40,628 | $111,608-63.6% | $177,821-77.2% | $73,409-44.7% |
| Participation rate | 99.0% | 87.9%+11.1pp | 87.7%+11.2pp | 72.2%+26.8pp |
| Annual return | 4.46% | 18.23%-13.8pp | 48.32%-43.9pp | 59.29%-54.8pp |
| Employer contribution / active EE | $1,550 | $3,796-59.2% | $5,918-73.8% | $2,234-30.6% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |