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 7-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 | $21,155 | $58,320-63.7% | $86,436-75.5% | $66,914-68.4% |
| Participation rate | 99.4% | 78.6%+20.9pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -4.50% | -9.71%+5.2pp | 4394.89%-4399.4pp | 1.58%-6.1pp |
| Employer contribution / active EE | $4,308 | $2,615+64.7% | $3,769+14.3% | $2,544+69.3% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,952-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3 | $546-99.5% | $6,731-100.0% | $593-99.5% |