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 | $25,586 | $82,917-69.1% | $103,333-75.2% | $77,643-67.0% |
| Participation rate | 99.6% | 71.6%+28.0pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 16.42% | 19.13%-2.7pp | 24.88%-8.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,456 | $3,552-59.0% | $3,868-62.4% | $2,726-46.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $9 | $638-98.6% | $8,355-99.9% | $430-98.0% |