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 | $44,019 | $98,727-55.4% | $113,168-61.1% | $85,563-48.6% |
| Participation rate | 99.6% | 80.8%+18.8pp | 76.6%+23.0pp | 66.0%+33.6pp |
| Annual return | 23.74% | 17.43%+6.3pp | 24.27%-0.5pp | 31.51%-7.8pp |
| Employer contribution / active EE | $2,492 | $2,907-14.3% | $2,975-16.3% | $2,654-6.1% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |