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 | $36,940 | $96,484-61.7% | $156,263-76.4% | $74,304-50.3% |
| Participation rate | 76.3% | 67.7%+8.6pp | 78.9%-2.6pp | 60.3%+15.9pp |
| Annual return | 20.86% | 17.73%+3.1pp | 59.47%-38.6pp | 29.43%-8.6pp |
| Employer contribution / active EE | $1,503 | $2,528-40.5% | $4,333-65.3% | $2,241-32.9% |
| Participant deferral / active EE | $5,499 | $4,286+28.3% | $6,158-10.7% | $3,767+46.0% |
| Admin fee / account holder | $4 | $3,728-99.9% | $14,255-100.0% | $2,969-99.9% |