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 | $10,931 | $45,382-75.9% | $154,107-92.9% | $75,289-85.5% |
| Participation rate | 94.7% | 65.9%+28.8pp | 83.0%+11.7pp | 72.4%+22.3pp |
| Annual return | 4.02% | -0.47%+4.5pp | 735.12%-731.1pp | -0.04%+4.1pp |
| Employer contribution / active EE | $498 | $1,533-67.5% | $5,298-90.6% | $2,405-79.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |