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 | $24,101 | $78,485-69.3% | $106,213-77.3% | $74,495-67.6% |
| Participation rate | 91.9% | 72.8%+19.1pp | 75.3%+16.7pp | 67.2%+24.7pp |
| Annual return | 12.24% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,885 | $2,523-25.3% | $3,171-40.6% | $2,623-28.1% |
| Participant deferral / active EE | $2,947 | $4,322-31.8% | $5,016-41.3% | $4,346-32.2% |
| Admin fee / account holder | $40 | $2,232-98.2% | $11,033-99.6% | $1,942-98.0% |