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 | $8,092 | $39,245-79.4% | $64,105-87.4% | $52,331-84.5% |
| Participation rate | 94.7% | 58.2%+36.5pp | 68.2%+26.5pp | 68.1%+26.6pp |
| Annual return | 157.19% | 14.79%+142.4pp | 791.24%-634.1pp | 4.54%+152.6pp |
| Employer contribution / active EE | $456 | $736-38.1% | $1,820-75.0% | $1,882-75.8% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $4 | $592-99.3% | $4,499-99.9% | $592-99.3% |