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 | $11,629 | $62,723-81.5% | $142,863-91.9% | $86,799-86.6% |
| Participation rate | 98.0% | 62.6%+35.4pp | 71.9%+26.0pp | 72.3%+25.7pp |
| Annual return | 13.51% | 17.62%-4.1pp | 5637.54%-5624.0pp | 97.91%-84.4pp |
| Employer contribution / active EE | $434 | $1,627-73.3% | $4,144-89.5% | $2,405-82.0% |
| Participant deferral / active EE | $1,912 | $3,039-37.1% | $3,837-50.2% | $4,131-53.7% |
| Admin fee / account holder | $14 | $140-90.3% | $6,560-99.8% | $170-92.0% |