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 | $3,576 | $21,965-83.7% | $59,496-94.0% | $59,188-94.0% |
| Participation rate | 100.0% | 32.6%+67.4pp | 54.6%+45.4pp | 69.4%+30.6pp |
| Annual return | 1.34% | 22.15%-20.8pp | 182.05%-180.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $92 | $316-70.9% | $1,153-92.0% | $2,098-95.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $1,829-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $74-100.0% | $2,232-100.0% | $92-100.0% |