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 5-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 | $20,913 | $88,890-76.5% | $102,423-79.6% | $77,643-73.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 19.34% | 24.98%-5.6pp | 29.32%-10.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $4,079 | $2,698+51.2% | $3,023+34.9% | $2,726+49.7% |
| Participant deferral / active EE | $4,182 | $5,145-18.7% | $5,053-17.2% | $4,647-10.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |