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 | $15,413 | $52,681-70.7% | $75,781-79.7% | $59,632-74.2% |
| Participation rate | 82.7% | 67.2%+15.4pp | 75.8%+6.8pp | 68.7%+14.0pp |
| Annual return | 1.97% | 2.95%-1.0pp | 9.68%-7.7pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $7,385 | $2,193+236.7% | $3,323+122.2% | $2,203+235.3% |
| Participant deferral / active EE | $1,160 | $2,591-55.2% | $3,651-68.2% | $3,192-63.7% |
| Admin fee / account holder | $4 | $3,610-99.9% | $5,299-99.9% | $4,297-99.9% |