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 | $24,879 | $82,202-69.7% | $125,339-80.2% | $64,808-61.6% |
| Participation rate | 98.7% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | -2.25% | 3.48%-5.7pp | 572.05%-574.3pp | 32.82%-35.1pp |
| Employer contribution / active EE | $8,696 | $3,615+140.5% | $4,814+80.6% | $2,506+247.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $6 | $163-96.2% | $10,010-99.9% | $188-96.7% |