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 7-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 | $7,821 | $62,672-87.5% | $185,117-95.8% | $70,131-88.8% |
| Participation rate | 98.9% | 63.8%+35.1pp | 77.3%+21.6pp | 69.5%+29.3pp |
| Annual return | 41.81% | 40.79%+1.0pp | 40.50%+1.3pp | 73.14%-31.3pp |
| Employer contribution / active EE | $1,722 | $1,753-1.8% | $4,182-58.8% | $2,342-26.5% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $75 | $3,932-98.1% | $8,159-99.1% | $4,645-98.4% |