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 | $19,400 | $42,546-54.4% | $71,796-73.0% | $55,167-64.8% |
| Participation rate | 99.4% | 59.1%+40.3pp | 69.1%+30.3pp | 69.0%+30.4pp |
| Annual return | 222.52% | 12.36%+210.2pp | 78.04%+144.5pp | 169.23%+53.3pp |
| Employer contribution / active EE | $344 | $803-57.2% | $1,924-82.1% | $1,963-82.5% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $650-99.4% | $4,815-99.9% | $504-99.3% |