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 | $11,428 | $74,024-84.6% | $77,999-85.3% | $57,658-80.2% |
| Participation rate | 91.1% | 79.7%+11.4pp | 75.5%+15.6pp | 70.2%+20.9pp |
| Annual return | 8.43% | 12.14%-3.7pp | 425.96%-417.5pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,151 | $2,365-51.3% | $2,470-53.4% | $1,974-41.7% |
| Participant deferral / active EE | $1,706 | $3,533-51.7% | $3,497-51.2% | $3,061-44.3% |
| Admin fee / account holder | $3 | $93-97.3% | $5,480-100.0% | $95-97.3% |