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 | $78,483-69.3% | $106,201-77.3% | $74,546-67.7% |
| Participation rate | 91.9% | 72.8%+19.1pp | 75.3%+16.6pp | 67.2%+24.7pp |
| Annual return | 12.24% | 15.94%-3.7pp | 116.26%-104.0pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $1,885 | $2,522-25.2% | $3,170-40.5% | $2,624-28.2% |
| Participant deferral / active EE | $2,947 | $4,320-31.8% | $5,012-41.2% | $4,347-32.2% |
| Admin fee / account holder | $40 | $2,236-98.2% | $11,039-99.6% | $1,944-98.0% |