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 | $22,904 | $33,234-31.1% | $270,125-91.5% | $46,984-51.3% |
| Participation rate | 96.1% | 24.1%+72.0pp | 35.7%+60.4pp | 5.6%+90.5pp |
| Annual return | -13.39% | -14.45%+1.1pp | -38.85%+25.5pp | 39.77%-53.2pp |
| Employer contribution / active EE | $9,672 | $14,058-31.2% | $37,752-74.4% | $19,959-51.5% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $42 | $77-44.7% | $16,942-99.7% | $62-31.7% |