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 | $1,792 | $60,776-97.1% | $85,682-97.9% | $79,386-97.7% |
| Participation rate | 83.5% | 62.1%+21.4pp | 69.9%+13.7pp | 70.7%+12.8pp |
| Annual return | 0.00% | 16.57%-16.6pp | 21.49%-21.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $511 | $1,663-69.3% | $2,618-80.5% | $2,427-78.9% |
| Participant deferral / active EE | $1,197 | $2,919-59.0% | $3,923-69.5% | $4,046-70.4% |
| Admin fee / account holder | $16 | $438-96.4% | $6,873-99.8% | $626-97.5% |