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 3-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 | $7,647 | $77,314-90.1% | $177,989-95.7% | $80,856-90.5% |
| Participation rate | 94.7% | 65.7%+29.0pp | 77.1%+17.7pp | 67.6%+27.1pp |
| Annual return | 21.20% | 18.09%+3.1pp | 294.48%-273.3pp | 35.59%-14.4pp |
| Employer contribution / active EE | $2,219 | $2,292-3.2% | $3,949-43.8% | $2,755-19.4% |
| Participant deferral / active EE | $3,308 | $4,411-25.0% | $6,276-47.3% | $4,296-23.0% |
| Admin fee / account holder | $21 | $7,191-99.7% | $10,363-99.8% | $6,918-99.7% |