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 | $46,620 | $132,049-64.7% | $200,582-76.8% | $74,304-37.3% |
| Participation rate | 98.6% | 84.1%+14.6pp | 86.9%+11.8pp | 60.3%+38.3pp |
| Annual return | 10.92% | 22.22%-11.3pp | 42.33%-31.4pp | 29.43%-18.5pp |
| Employer contribution / active EE | $2,665 | $4,558-41.5% | $6,419-58.5% | $2,241+18.9% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,405-100.0% | $16,305-100.0% | $2,969-100.0% |