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 | $3,028 | $79,694-96.2% | $96,139-96.9% | $79,386-96.2% |
| Participation rate | 95.5% | 54.0%+41.5pp | 68.4%+27.0pp | 70.7%+24.8pp |
| Annual return | 0.00% | 40.84%-40.8pp | 191.94%-191.9pp | 116.85%-116.9pp |
| Employer contribution / active EE | $274 | $1,443-81.0% | $2,797-90.2% | $2,427-88.7% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,537-100.0% | $626-100.0% |