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.
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,193 | $9,1930% | $145,218-93.7% | $37,197-75.3% |
| Participation rate | 100.0% | 12.5%+87.5pp | 20.5%+79.5pp | 4.7%+95.3pp |
| Annual return | 0.00% | -0.95%+1.0pp | -0.67%+0.7pp | -0.69%+0.7pp |
| Employer contribution / active EE | $9,194 | $18,555-50.5% | $31,731-71.0% | $16,786-45.2% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $00% | $28,383-100.0% | $124-99.6% |