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 9-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 | $9,924 | $46,297-78.6% | $71,671-86.2% | $62,292-84.1% |
| Participation rate | 74.0% | 60.6%+13.4pp | 68.7%+5.3pp | 69.5%+4.5pp |
| Annual return | 11.94% | 22.32%-10.4pp | 20.65%-8.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,164 | $2,235-47.9% | $3,438-66.1% | $3,169-63.3% |
| Admin fee / account holder | $125 | $461-72.8% | $5,558-97.7% | $479-73.9% |