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 3-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 | $8,844 | $106,236-91.7% | $112,228-92.1% | $64,808-86.4% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.1%+23.6pp | 71.5%+27.2pp |
| Annual return | 0.00% | -6.02%+6.0pp | 27.45%-27.4pp | 32.82%-32.8pp |
| Employer contribution / active EE | $8,725 | $3,166+175.6% | $3,635+140.0% | $2,506+248.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |