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 | $18,943 | $78,485-75.9% | $106,213-82.2% | $74,495-74.6% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.1pp | 67.2%+32.1pp |
| Annual return | 30.91% | 15.95%+15.0pp | 116.14%-85.2pp | 1364.94%-1334.0pp |
| Employer contribution / active EE | $1,136 | $2,523-55.0% | $3,171-64.2% | $2,623-56.7% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |