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 6-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.
See 1 actuary disclosure. $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 | $7,996 | $32,320-75.3% | $428,620-98.1% | $46,244-82.7% |
| Participation rate | 100.0% | 16.9%+83.1pp | 46.0%+54.0pp | 2.8%+97.2pp |
| Annual return | 0.00% | 12.96%-13.0pp | 20.73%-20.7pp | 16.32%-16.3pp |
| Employer contribution / active EE | $7,855 | $12,913-39.2% | $36,500-78.5% | $17,007-53.8% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |