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 | $20,411 | $58,083-64.9% | $80,019-74.5% | $56,287-63.7% |
| Participation rate | 96.8% | 73.6%+23.2pp | 75.8%+21.0pp | 69.9%+27.0pp |
| Annual return | 110.28% | 34.61%+75.7pp | 11.22%+99.1pp | -9.96%+120.2pp |
| Employer contribution / active EE | $1,097 | $1,932-43.2% | $2,468-55.6% | $2,111-48.0% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |