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 | $27,615 | $130,141-78.8% | $86,677-68.1% | $77,904-64.6% |
| Participation rate | 98.4% | 85.9%+12.4pp | 76.6%+21.8pp | 73.7%+24.7pp |
| Annual return | -9.74% | -12.75%+3.0pp | 35.91%-45.6pp | 12.21%-21.9pp |
| Employer contribution / active EE | $1,621 | $3,220-49.7% | $2,836-42.8% | $2,848-43.1% |
| Participant deferral / active EE | $3,888 | $5,757-32.5% | $4,656-16.5% | $4,806-19.1% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |