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 | $22,034 | $70,908-68.9% | $98,907-77.7% | $73,488-70.0% |
| Participation rate | 99.5% | 73.8%+25.8pp | 76.0%+23.5pp | 70.7%+28.9pp |
| Annual return | 15.80% | 34.17%-18.4pp | 196.43%-180.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $981 | $2,036-51.8% | $2,689-63.5% | $2,270-56.8% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |