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 6-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 | $14,842 | $58,320-74.5% | $86,436-82.8% | $66,914-77.8% |
| Participation rate | 97.7% | 78.6%+19.1pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -15.32% | -9.71%-5.6pp | 4394.89%-4410.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,863 | $2,615-28.8% | $3,769-50.6% | $2,544-26.8% |
| Participant deferral / active EE | $5,462 | $6,899-20.8% | $6,952-21.4% | $4,237+28.9% |
| Admin fee / account holder | $9 | $546-98.3% | $6,731-99.9% | $593-98.4% |