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 | $12,331 | $46,292-73.4% | $143,757-91.4% | $64,808-81.0% |
| Participation rate | 81.3% | 64.2%+17.1pp | 80.3%+1.0pp | 71.5%+9.9pp |
| Annual return | -16.08% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,491 | $1,910-21.9% | $4,951-69.9% | $2,506-40.5% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $192 | $154+24.6% | $14,673-98.7% | $188+2.0% |