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 | $27,002 | $66,813-59.6% | $100,516-73.1% | $73,488-63.3% |
| Participation rate | 97.2% | 77.5%+19.7pp | 79.4%+17.8pp | 70.7%+26.5pp |
| Annual return | 36.20% | 25.70%+10.5pp | 30.89%+5.3pp | 28.51%+7.7pp |
| Employer contribution / active EE | $6,103 | $2,147+184.3% | $3,418+78.6% | $2,270+168.8% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $8,081-100.0% | $513-100.0% |