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 5-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 | $31,619 | $96,486-67.2% | $153,485-79.4% | $77,643-59.3% |
| Participation rate | 94.0% | 81.6%+12.3pp | 77.1%+16.9pp | 70.6%+23.4pp |
| Annual return | 10.05% | 14.44%-4.4pp | 15.65%-5.6pp | 31.24%-21.2pp |
| Employer contribution / active EE | $5,885 | $5,224+12.6% | $5,039+16.8% | $2,726+115.9% |
| Participant deferral / active EE | $0 | $6,609-100.0% | $6,757-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $182-99.9% | $12,724-100.0% | $430-100.0% |