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 5-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 | $13,751 | $59,263-76.8% | $96,562-85.8% | $79,386-82.7% |
| Participation rate | 81.4% | 61.9%+19.5pp | 69.8%+11.6pp | 70.7%+10.7pp |
| Annual return | 378.90% | 27.07%+351.8pp | 37.78%+341.1pp | 116.85%+262.1pp |
| Employer contribution / active EE | $1,471 | $1,216+21.0% | $2,356-37.6% | $2,427-39.4% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |