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 | $7,476 | $47,126-84.1% | $149,673-95.0% | $74,419-90.0% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.7pp | 70.7%+15.8pp |
| Annual return | 378.64% | 22.75%+355.9pp | 134.42%+244.2pp | 34.38%+344.3pp |
| Employer contribution / active EE | $2,157 | $1,905+13.2% | $4,818-55.2% | $2,637-18.2% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |