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 | $23,083 | $60,165-61.6% | $74,183-68.9% | $55,167-58.2% |
| Participation rate | 99.5% | 74.2%+25.3pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 10.78% | 10.00%+0.8pp | 17.74%-7.0pp | 169.23%-158.4pp |
| Employer contribution / active EE | $665 | $1,600-58.4% | $2,370-71.9% | $1,963-66.1% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |