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 | $19,136 | $50,464-62.1% | $75,781-74.7% | $52,331-63.4% |
| Participation rate | 99.6% | 66.8%+32.8pp | 75.8%+23.7pp | 68.1%+31.4pp |
| Annual return | 89.31% | 1.03%+88.3pp | 9.68%+79.6pp | 4.54%+84.8pp |
| Employer contribution / active EE | $3,687 | $1,988+85.4% | $3,323+10.9% | $1,882+95.9% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |