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 | $3,346 | $47,126-92.9% | $149,673-97.8% | $74,419-95.5% |
| Participation rate | 73.1% | 63.4%+9.7pp | 78.8%-5.7pp | 70.7%+2.3pp |
| Annual return | 32.37% | 22.75%+9.6pp | 134.42%-102.1pp | 34.38%-2.0pp |
| Employer contribution / active EE | $402 | $1,905-78.9% | $4,818-91.7% | $2,637-84.8% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $343-99.4% | $13,210-100.0% | $348-99.4% |