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 | $26,999 | $72,254-62.6% | $86,677-68.9% | $64,808-58.3% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.6%+11.0pp | 71.5%+16.1pp |
| Annual return | -11.90% | 392.42%-404.3pp | 35.91%-47.8pp | 32.82%-44.7pp |
| Employer contribution / active EE | $993 | $2,393-58.5% | $2,836-65.0% | $2,506-60.4% |
| Participant deferral / active EE | $3,470 | $4,658-25.5% | $4,656-25.5% | $4,310-19.5% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |