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 9-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 | $23,373 | $57,108-59.1% | $94,224-75.2% | $52,331-55.3% |
| Participation rate | 99.3% | 72.9%+26.3pp | 78.8%+20.5pp | 68.1%+31.2pp |
| Annual return | 6.16% | 1.47%+4.7pp | 10.68%-4.5pp | 4.54%+1.6pp |
| Employer contribution / active EE | $1,765 | $1,735+1.7% | $3,587-50.8% | $1,882-6.2% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |