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 | $29,723 | $119,446-75.1% | $150,045-80.2% | $85,563-65.3% |
| Participation rate | 90.1% | 75.4%+14.6pp | 82.3%+7.7pp | 66.0%+24.1pp |
| Annual return | 35.27% | 23.72%+11.5pp | 62.55%-27.3pp | 31.51%+3.8pp |
| Employer contribution / active EE | $2,740 | $4,078-32.8% | $4,693-41.6% | $2,654+3.2% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |