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 | $10,324 | $70,667-85.4% | $123,104-91.6% | $52,331-80.3% |
| Participation rate | 99.0% | 83.7%+15.3pp | 86.8%+12.3pp | 68.1%+30.9pp |
| Annual return | -2.89% | 6.23%-9.1pp | 13.22%-16.1pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,027 | $2,946-65.1% | $5,151-80.1% | $1,882-45.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |