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 | $28,966 | $78,976-63.3% | $100,383-71.1% | $74,546-61.1% |
| Participation rate | 98.0% | 79.5%+18.5pp | 81.5%+16.5pp | 67.2%+30.8pp |
| Annual return | 102.62% | 20.62%+82.0pp | 49.26%+53.4pp | 1366.03%-1263.4pp |
| Employer contribution / active EE | $3,508 | $3,019+16.2% | $3,944-11.1% | $2,624+33.7% |
| Participant deferral / active EE | $6,197 | $7,758-20.1% | $8,086-23.4% | $4,347+42.6% |
| Admin fee / account holder | $24 | $1,330-98.2% | $7,900-99.7% | $1,944-98.8% |