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 | $13,241 | $75,388-82.4% | $123,544-89.3% | $55,725-76.2% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.3%+16.4pp | 70.9%+27.8pp |
| Annual return | 7.46% | 4.48%+3.0pp | 119.20%-111.7pp | 244.93%-237.5pp |
| Employer contribution / active EE | $3,958 | $3,063+29.2% | $4,628-14.5% | $2,078+90.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $3 | $120-97.3% | $9,284-100.0% | $115-97.2% |