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 | $14,715 | $75,284-80.5% | $91,001-83.8% | $69,631-78.9% |
| Participation rate | 95.7% | 80.4%+15.3pp | 75.6%+20.1pp | 70.7%+25.0pp |
| Annual return | 23.65% | 48.40%-24.7pp | 4.60%+19.1pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $1,253 | $2,473-49.3% | $2,456-49.0% | $2,032-38.3% |
| Participant deferral / active EE | $1,836 | $3,700-50.4% | $3,547-48.2% | $3,224-43.0% |
| Admin fee / account holder | $6 | $111-94.6% | $5,417-99.9% | $110-94.6% |