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 | $23,939 | $72,607-67.0% | $90,749-73.6% | $66,914-64.2% |
| Participation rate | 98.7% | 73.7%+25.0pp | 75.7%+23.0pp | 69.8%+28.9pp |
| Annual return | 7.93% | -12.28%+20.2pp | -12.16%+20.1pp | 1.58%+6.3pp |
| Employer contribution / active EE | $2,537 | $2,369+7.1% | $2,921-13.1% | $2,544-0.3% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-99.9% |