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 | $9,221 | $65,390-85.9% | $169,368-94.6% | $71,457-87.1% |
| Participation rate | 94.1% | 67.0%+27.1pp | 77.1%+16.9pp | 67.9%+26.1pp |
| Annual return | 23.27% | 21.31%+2.0pp | 405.60%-382.3pp | 28.85%-5.6pp |
| Employer contribution / active EE | $1,444 | $2,079-30.5% | $4,013-64.0% | $2,588-44.2% |
| Participant deferral / active EE | $2,466 | $4,367-43.5% | $6,221-60.4% | $4,289-42.5% |
| Admin fee / account holder | $4 | $1,324-99.7% | $9,003-100.0% | $1,587-99.8% |