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 | $15,861 | $60,545-73.8% | $92,233-82.8% | $69,631-77.2% |
| Participation rate | 97.1% | 72.2%+25.0pp | 76.5%+20.6pp | 70.7%+26.4pp |
| Annual return | 38.38% | 19.71%+18.7pp | 176.28%-137.9pp | 27571.02%-27532.6pp |
| Employer contribution / active EE | $3,996 | $2,633+51.8% | $3,679+8.6% | $2,032+96.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |