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 | $12,965 | $62,327-79.2% | $120,354-89.2% | $74,495-82.6% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 21.92% | 18.61%+3.3pp | 107.15%-85.2pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $1,644 | $1,843-10.8% | $3,463-52.5% | $2,623-37.3% |
| Participant deferral / active EE | $1,892 | $2,893-34.6% | $4,991-62.1% | $4,346-56.5% |
| Admin fee / account holder | $24 | $2,396-99.0% | $9,423-99.7% | $1,942-98.8% |