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 | $5,563 | $47,126-88.2% | $149,673-96.3% | $74,419-92.5% |
| Participation rate | 79.1% | 63.4%+15.7pp | 78.8%+0.4pp | 70.7%+8.4pp |
| Annual return | 14.77% | 22.75%-8.0pp | 134.42%-119.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $365 | $1,905-80.8% | $4,818-92.4% | $2,637-86.2% |
| Participant deferral / active EE | $949 | $2,728-65.2% | $5,680-83.3% | $4,528-79.0% |
| Admin fee / account holder | $18 | $343-94.6% | $13,210-99.9% | $348-94.7% |