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 5-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 | $6,475 | $61,272-89.4% | $149,673-95.7% | $71,457-90.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.98% | 35.85%-16.9pp | 134.42%-115.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $772 | $2,378-67.5% | $4,818-84.0% | $2,588-70.2% |
| Participant deferral / active EE | $1,455 | $2,917-50.1% | $5,680-74.4% | $4,289-66.1% |
| Admin fee / account holder | $23 | $1,261-98.2% | $13,210-99.8% | $1,587-98.6% |