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 | $14,300 | $95,803-85.1% | $113,168-87.4% | $84,808-83.1% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 21.39% | 25.00%-3.6pp | 24.27%-2.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,560 | $2,360-33.9% | $2,975-47.6% | $2,631-40.7% |
| Participant deferral / active EE | $2,266 | $4,242-46.6% | $5,107-55.6% | $4,212-46.2% |
| Admin fee / account holder | $74 | $8,989-99.2% | $12,068-99.4% | $7,344-99.0% |