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 | $79,013-63.3% | $100,391-71.1% | $74,495-61.1% |
| Participation rate | 98.0% | 79.5%+18.5pp | 81.5%+16.5pp | 67.2%+30.8pp |
| Annual return | 102.62% | 20.41%+82.2pp | 49.20%+53.4pp | 1364.94%-1262.3pp |
| Employer contribution / active EE | $3,508 | $3,021+16.1% | $3,942-11.0% | $2,623+33.7% |
| Participant deferral / active EE | $6,197 | $7,760-20.1% | $8,082-23.3% | $4,346+42.6% |
| Admin fee / account holder | $24 | $1,320-98.2% | $7,899-99.7% | $1,942-98.8% |