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 8-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 | $6,631 | $46,292-85.7% | $143,757-95.4% | $64,808-89.8% |
| Participation rate | 94.2% | 64.2%+30.0pp | 80.3%+13.9pp | 71.5%+22.7pp |
| Annual return | -10.06% | -10.05%0pp | -0.04%-10.0pp | 32.82%-42.9pp |
| Employer contribution / active EE | $738 | $1,910-61.4% | $4,951-85.1% | $2,506-70.6% |
| Participant deferral / active EE | $3,013 | $2,646+13.9% | $5,637-46.6% | $4,310-30.1% |
| Admin fee / account holder | $33 | $154-78.6% | $14,673-99.8% | $188-82.5% |