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 6-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 | $8,653 | $57,651-85.0% | $112,229-92.3% | $71,457-87.9% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 20.85% | 18.32%+2.5pp | 30.20%-9.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,524 | $1,913-20.4% | $3,430-55.6% | $2,588-41.1% |
| Participant deferral / active EE | $1,685 | $2,863-41.1% | $4,798-64.9% | $4,289-60.7% |
| Admin fee / account holder | $21 | $1,581-98.7% | $7,748-99.7% | $1,587-98.7% |