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 4-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 | $17,767 | $74,089-76.0% | $133,980-86.7% | $55,167-67.8% |
| Participation rate | 98.7% | 84.3%+14.5pp | 87.1%+11.7pp | 69.0%+29.7pp |
| Annual return | 42.04% | 12.11%+29.9pp | 29.30%+12.7pp | 169.23%-127.2pp |
| Employer contribution / active EE | $3,070 | $3,064+0.2% | $5,211-41.1% | $1,963+56.4% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |