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.
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 | $5,787 | $65,592-91.2% | $90,160-93.6% | $69,631-91.7% |
| Participation rate | 98.4% | 77.6%+20.7pp | 76.9%+21.5pp | 70.7%+27.7pp |
| Annual return | 47.57% | 57.10%-9.5pp | 34.88%+12.7pp | 27571.02%-27523.5pp |
| Employer contribution / active EE | $2,393 | $2,193+9.1% | $3,318-27.9% | $2,032+17.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $5,288-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,943-100.0% | $110-100.0% |