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 6-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 | $28,817 | $82,917-65.2% | $103,333-72.1% | $77,643-62.9% |
| Participation rate | 97.7% | 71.6%+26.2pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 0.34% | 19.13%-18.8pp | 24.88%-24.5pp | 31.24%-30.9pp |
| Employer contribution / active EE | $13,127 | $3,552+269.6% | $3,868+239.4% | $2,726+381.6% |
| 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% |