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 | $40,517 | $110,299-63.3% | $102,423-60.4% | $199,593-79.7% |
| Participation rate | 99.0% | 86.3%+12.7pp | 76.5%+22.5pp | 72.0%+27.0pp |
| Annual return | 16.69% | 35.73%-19.0pp | 29.32%-12.6pp | 34.25%-17.6pp |
| Employer contribution / active EE | $2,214 | $3,603-38.6% | $3,023-26.8% | $3,034-27.0% |
| Participant deferral / active EE | $4,588 | $6,376-28.0% | $5,053-9.2% | $5,087-9.8% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |