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 9-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 | $25,895 | $69,159-62.6% | $125,175-79.3% | $67,579-61.7% |
| Participation rate | 96.6% | 78.2%+18.4pp | 79.8%+16.9pp | 71.3%+25.4pp |
| Annual return | 32.54% | 27.12%+5.4pp | 43.79%-11.3pp | 378.56%-346.0pp |
| Employer contribution / active EE | $9,296 | $2,023+359.4% | $3,865+140.5% | $2,148+332.8% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |