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 | $12,240 | $75,388-83.8% | $123,544-90.1% | $55,725-78.0% |
| Participation rate | 99.7% | 75.7%+24.1pp | 82.3%+17.4pp | 70.9%+28.9pp |
| Annual return | 4.23% | 4.48%-0.2pp | 119.20%-115.0pp | 244.93%-240.7pp |
| Employer contribution / active EE | $1,903 | $3,063-37.9% | $4,628-58.9% | $2,078-8.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |