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 8-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 | $21,043 | $93,131-77.4% | $106,548-80.2% | $86,799-75.8% |
| Participation rate | 93.9% | 81.4%+12.5pp | 76.1%+17.8pp | 72.3%+21.6pp |
| Annual return | 13.86% | 19.45%-5.6pp | 26.80%-12.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,582 | $2,895-45.4% | $2,819-43.9% | $2,405-34.2% |
| Participant deferral / active EE | $2,600 | $4,708-44.8% | $4,398-40.9% | $4,131-37.1% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |