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 5-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 | $9,634 | $59,186-83.7% | $76,768-87.5% | $56,287-82.9% |
| Participation rate | 78.1% | 75.2%+2.9pp | 77.0%+1.1pp | 69.9%+8.3pp |
| Annual return | 48.80% | 6.62%+42.2pp | 2.43%+46.4pp | -9.96%+58.8pp |
| Employer contribution / active EE | $673 | $1,759-61.7% | $2,485-72.9% | $2,111-68.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |