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 | $3,634 | $62,928-94.2% | $172,739-97.9% | $67,579-94.6% |
| Participation rate | 79.9% | 64.5%+15.4pp | 82.6%-2.7pp | 71.3%+8.6pp |
| Annual return | 66.68% | 30.36%+36.3pp | 802.84%-736.2pp | 378.56%-311.9pp |
| Employer contribution / active EE | $283 | $1,636-82.7% | $5,143-94.5% | $2,148-86.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $167-99.2% | $13,954-100.0% | $142-99.1% |