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 7-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 | $22,468 | $88,122-74.5% | $141,162-84.1% | $67,579-66.8% |
| Participation rate | 99.5% | 76.5%+23.0pp | 82.5%+17.0pp | 71.3%+28.2pp |
| Annual return | 122.98% | 75.40%+47.6pp | 71.39%+51.6pp | 378.56%-255.6pp |
| Employer contribution / active EE | $3,059 | $3,224-5.1% | $4,735-35.4% | $2,148+42.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |