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 | $37,675 | $95,776-60.7% | $162,163-76.8% | $77,787-51.6% |
| Participation rate | 98.4% | 88.6%+9.7pp | 87.6%+10.8pp | 73.2%+25.2pp |
| Annual return | 33.31% | 37.03%-3.7pp | 115.59%-82.3pp | 32.57%+0.7pp |
| Employer contribution / active EE | $1,790 | $3,874-53.8% | $5,614-68.1% | $2,504-28.5% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |