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 7-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 | $13,603 | $50,529-73.1% | $66,042-79.4% | $85,563-84.1% |
| Participation rate | 97.6% | 57.7%+39.9pp | 67.5%+30.1pp | 66.0%+31.6pp |
| Annual return | 22.61% | 18.34%+4.3pp | 52.11%-29.5pp | 31.51%-8.9pp |
| Employer contribution / active EE | $480 | $1,111-56.8% | $1,579-69.6% | $2,654-81.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $2,835-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,005-100.0% | $5,747-100.0% | $834-100.0% |