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 | $6,457 | $44,873-85.6% | $79,464-91.9% | $56,287-88.5% |
| Participation rate | 98.5% | 68.7%+29.8pp | 73.3%+25.2pp | 69.9%+28.7pp |
| Annual return | 2.69% | 0.81%+1.9pp | 718.14%-715.5pp | -9.96%+12.6pp |
| Employer contribution / active EE | $950 | $2,140-55.6% | $2,800-66.1% | $2,111-55.0% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-99.9% | $5,113-100.0% | $521-99.9% |