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 10-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 | $17,126 | $49,138-65.1% | $84,015-79.6% | $65,185-73.7% |
| Participation rate | 98.6% | 60.7%+37.8pp | 69.0%+29.6pp | 70.2%+28.4pp |
| Annual return | 36.88% | 23.00%+13.9pp | 71.31%-34.4pp | 29.38%+7.5pp |
| Employer contribution / active EE | $1,408 | $914+54.1% | $1,983-29.0% | $2,177-35.3% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |