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 8-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 | $6,548 | $56,485-88.4% | $185,823-96.5% | $86,799-92.5% |
| Participation rate | 77.3% | 65.5%+11.8pp | 81.7%-4.4pp | 72.3%+5.0pp |
| Annual return | 16.09% | 118.04%-101.9pp | 122.05%-106.0pp | 97.91%-81.8pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,104 | $2,553-17.6% | $5,568-62.2% | $4,131-49.1% |
| Admin fee / account holder | $43 | $150-71.2% | $16,237-99.7% | $170-74.6% |