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 9-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 | $18,529 | $65,292-71.6% | $106,619-82.6% | $65,292-71.6% |
| Participation rate | 71.0% | 72.4%-1.5pp | 78.0%-7.0pp | 72.4%-1.5pp |
| Annual return | 30.91% | 11.84%+19.1pp | 9.42%+21.5pp | 11.84%+19.1pp |
| Employer contribution / active EE | $1,454 | $2,302-36.8% | $3,947-63.2% | $2,302-36.8% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $3,930-100.0% | $3,579-100.0% |
| Admin fee / account holder | $3 | $57-95.5% | $6,418-100.0% | $57-95.5% |