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 7-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 | $25,818 | $100,801-74.4% | $149,696-82.8% | $73,409-64.8% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.5%+16.0pp | 72.2%+26.3pp |
| Annual return | 140.43% | 265.34%-124.9pp | 276.60%-136.2pp | 59.29%+81.1pp |
| Employer contribution / active EE | $4,403 | $3,312+33.0% | $4,644-5.2% | $2,234+97.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |