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 4-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 | $16,811 | $100,923-83.3% | $150,045-88.8% | $74,304-77.4% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.3%+14.8pp | 60.3%+36.8pp |
| Annual return | 21.93% | 51.77%-29.8pp | 62.55%-40.6pp | 29.43%-7.5pp |
| Employer contribution / active EE | $1,684 | $3,463-51.4% | $4,693-64.1% | $2,241-24.9% |
| Participant deferral / active EE | $3,322 | $6,709-50.5% | $7,997-58.5% | $3,767-11.8% |
| Admin fee / account holder | $23 | $2,767-99.2% | $13,435-99.8% | $2,969-99.2% |