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 | $6,242 | $82,917-92.5% | $103,333-94.0% | $77,643-92.0% |
| Participation rate | 96.4% | 71.6%+24.8pp | 74.5%+21.9pp | 70.6%+25.8pp |
| Annual return | -3.56% | 19.13%-22.7pp | 24.88%-28.4pp | 31.24%-34.8pp |
| Employer contribution / active EE | $984 | $3,552-72.3% | $3,868-74.5% | $2,726-63.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |