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 | $11,485 | $59,159-80.6% | $159,960-92.8% | $66,914-82.8% |
| Participation rate | 89.2% | 68.1%+21.1pp | 78.0%+11.2pp | 69.8%+19.4pp |
| Annual return | -16.28% | -12.26%-4.0pp | 408.60%-424.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,602 | $1,983-19.2% | $4,226-62.1% | $2,544-37.1% |
| Participant deferral / active EE | $2,719 | $4,395-38.1% | $6,182-56.0% | $4,237-35.8% |
| Admin fee / account holder | $91 | $591-84.6% | $8,698-99.0% | $593-84.7% |