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 | $7,886 | $37,117-78.8% | $147,614-94.7% | $55,191-85.7% |
| Participation rate | 78.1% | 63.6%+14.5pp | 84.6%-6.5pp | 69.2%+9.0pp |
| Annual return | 32.95% | 3.44%+29.5pp | 61.98%-29.0pp | 10.78%+22.2pp |
| Employer contribution / active EE | $2,576 | $1,620+59.0% | $5,564-53.7% | $1,899+35.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |