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 | $23,236 | $80,976-71.3% | $185,117-87.4% | $80,976-71.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 77.3%+22.7pp | 68.3%+31.7pp |
| Annual return | 2.43% | 22.91%-20.5pp | 40.50%-38.1pp | 22.91%-20.5pp |
| Employer contribution / active EE | $768 | $2,402-68.0% | $4,182-81.6% | $2,402-68.0% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $5,045-100.0% | $3,848-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $8,159-100.0% | $67-100.0% |