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 | $33,184 | $95,274-65.2% | $135,903-75.6% | $74,419-55.4% |
| Participation rate | 98.7% | 78.2%+20.6pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 11.67% | 32.77%-21.1pp | 68.23%-56.6pp | 34.38%-22.7pp |
| Employer contribution / active EE | $2,945 | $3,874-24.0% | $4,856-39.3% | $2,637+11.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |