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 | $10,598 | $55,516-80.9% | $75,781-86.0% | $59,188-82.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.55% | -1.89%+2.4pp | 9.68%-9.1pp | 5.51%-5.0pp |
| Employer contribution / active EE | $4,367 | $2,604+67.7% | $3,323+31.4% | $2,098+108.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,299-100.0% | $92-100.0% |