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 | $7,564 | $59,159-87.2% | $159,960-95.3% | $66,914-88.7% |
| Participation rate | 84.7% | 68.1%+16.6pp | 78.0%+6.8pp | 69.8%+14.9pp |
| Annual return | 17.37% | -12.26%+29.6pp | 408.60%-391.2pp | 1.58%+15.8pp |
| Employer contribution / active EE | $1,021 | $1,983-48.5% | $4,226-75.8% | $2,544-59.9% |
| Participant deferral / active EE | $1,916 | $4,395-56.4% | $6,182-69.0% | $4,237-54.8% |
| Admin fee / account holder | $1 | $591-99.8% | $8,698-100.0% | $593-99.8% |