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 | $16,182 | $68,914-76.5% | $136,749-88.2% | $74,304-78.2% |
| Participation rate | 84.2% | 51.3%+32.9pp | 72.1%+12.1pp | 60.3%+23.9pp |
| Annual return | 12.32% | 16.34%-4.0pp | 24.33%-12.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,440 | $1,561-7.8% | $3,400-57.6% | $2,241-35.7% |
| Participant deferral / active EE | $1,390 | $2,541-45.3% | $4,692-70.4% | $3,767-63.1% |
| Admin fee / account holder | $25 | $3,149-99.2% | $11,386-99.8% | $2,969-99.2% |