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 | $11,309 | $89,652-87.4% | $141,162-92.0% | $65,185-82.7% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.6pp | 70.2%+28.8pp |
| Annual return | 13.22% | 32.79%-19.6pp | 71.39%-58.2pp | 29.38%-16.2pp |
| Employer contribution / active EE | $720 | $3,065-76.5% | $4,735-84.8% | $2,177-66.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |