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 | $5,561 | $58,577-90.5% | $83,333-93.3% | $64,186-91.3% |
| Participation rate | 98.3% | 72.0%+26.3pp | 77.8%+20.5pp | 69.6%+28.7pp |
| Annual return | 91.26% | 9.65%+81.6pp | 10.63%+80.6pp | 7.63%+83.6pp |
| Employer contribution / active EE | $1,666 | $2,098-20.6% | $3,379-50.7% | $2,381-30.0% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |