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 | $14,891 | $70,879-79.0% | $189,557-92.1% | $79,386-81.2% |
| Participation rate | 87.2% | 68.0%+19.2pp | 78.4%+8.7pp | 70.7%+16.5pp |
| Annual return | 17.60% | 20.70%-3.1pp | 64.17%-46.6pp | 116.85%-99.2pp |
| Employer contribution / active EE | $1,591 | $1,806-11.9% | $4,412-63.9% | $2,427-34.5% |
| Participant deferral / active EE | $2,791 | $4,081-31.6% | $6,174-54.8% | $4,046-31.0% |
| Admin fee / account holder | $133 | $647-79.5% | $9,807-98.6% | $626-78.8% |