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 | $21,503 | $82,202-73.8% | $125,339-82.8% | $64,808-66.8% |
| Participation rate | 95.1% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | -10.76% | 3.48%-14.2pp | 572.05%-582.8pp | 32.82%-43.6pp |
| Employer contribution / active EE | $6,098 | $3,615+68.7% | $4,814+26.7% | $2,506+143.4% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |