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 8-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 | $15,424 | $98,750-84.4% | $149,696-89.7% | $79,858-80.7% |
| Participation rate | 89.0% | 75.8%+13.3pp | 82.5%+6.6pp | 69.6%+19.4pp |
| Annual return | 25.88% | 27.43%-1.5pp | 276.60%-250.7pp | 31.71%-5.8pp |
| Employer contribution / active EE | $1,931 | $3,216-40.0% | $4,644-58.4% | $2,471-21.8% |
| Participant deferral / active EE | $4,399 | $5,680-22.6% | $6,842-35.7% | $3,740+17.6% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |