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 | $27,252 | $65,435-58.4% | $86,677-68.6% | $66,914-59.3% |
| Participation rate | 80.8% | 75.5%+5.4pp | 76.6%+4.2pp | 69.8%+11.0pp |
| Annual return | -14.46% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $995 | $2,153-53.8% | $2,836-64.9% | $2,544-60.9% |
| Participant deferral / active EE | $2,569 | $4,100-37.3% | $4,656-44.8% | $4,237-39.4% |
| Admin fee / account holder | $36 | $642-94.4% | $7,493-99.5% | $593-93.9% |