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 5-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 | $16,784 | $80,724-79.2% | $103,333-83.8% | $74,495-77.5% |
| Participation rate | 99.6% | 65.7%+33.9pp | 74.5%+25.1pp | 67.2%+32.4pp |
| Annual return | 879.88% | 27.56%+852.3pp | 24.88%+855.0pp | 1364.94%-485.1pp |
| Employer contribution / active EE | $5,972 | $3,157+89.2% | $3,868+54.4% | $2,623+127.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |