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 | $10,962 | $39,973-72.6% | $79,550-86.2% | $77,904-85.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 69.5%+30.5pp | 73.7%+26.3pp |
| Annual return | 7.77% | 3.42%+4.3pp | 0.16%+7.6pp | 12.21%-4.4pp |
| Employer contribution / active EE | $1,565 | $1,088+43.9% | $2,413-35.1% | $2,848-45.0% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,832-100.0% | $133-100.0% |