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 6-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 | $6,708 | $105,181-93.6% | $159,436-95.8% | $85,850-92.2% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 22.35% | 45.07%-22.7pp | 263.57%-241.2pp | 318.53%-296.2pp |
| Employer contribution / active EE | $1,905 | $3,318-42.6% | $4,829-60.5% | $2,565-25.7% |
| Participant deferral / active EE | $2,768 | $5,945-53.4% | $7,352-62.4% | $3,952-30.0% |
| Admin fee / account holder | $9 | $6,933-99.9% | $10,799-99.9% | $6,260-99.8% |