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 | $19,887 | $56,199-64.6% | $67,652-70.6% | $59,632-66.7% |
| Participation rate | 98.6% | 71.5%+27.2pp | 75.7%+23.0pp | 68.7%+30.0pp |
| Annual return | 11.36% | 18505.31%-18493.9pp | 6625.04%-6613.7pp | 2041.28%-2029.9pp |
| Employer contribution / active EE | $1,632 | $1,614+1.1% | $2,266-28.0% | $2,203-25.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $21 | $3,958-99.5% | $4,821-99.6% | $4,297-99.5% |