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 | $6,570 | $33,780-80.5% | $74,550-91.2% | $75,289-91.3% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -1.05% | -1.24%+0.2pp | 32.53%-33.6pp | -0.04%-1.0pp |
| Employer contribution / active EE | $775 | $845-8.3% | $1,961-60.5% | $2,405-67.8% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,060-100.0% | $102-100.0% |