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 7-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 | $18,535 | $55,449-66.6% | $83,848-77.9% | $56,287-67.1% |
| Participation rate | 81.8% | 68.0%+13.8pp | 76.1%+5.6pp | 69.9%+11.9pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.88%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $10,417 | $2,430+328.6% | $3,631+186.9% | $2,111+393.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |