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 | $5,770 | $23,119-75.0% | $71,086-91.9% | $75,289-92.3% |
| Participation rate | 100.0% | 36.3%+63.7pp | 54.7%+45.3pp | 72.4%+27.6pp |
| Annual return | 41.00% | -3.32%+44.3pp | 650.59%-609.6pp | -0.04%+41.0pp |
| Employer contribution / active EE | $219 | $399-45.2% | $1,088-79.9% | $2,405-90.9% |
| Participant deferral / active EE | $0 | $960-100.0% | $1,874-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $3,082-100.0% | $102-100.0% |