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 | $18,035 | $75,388-76.1% | $123,544-85.4% | $55,725-67.6% |
| Participation rate | 98.4% | 75.7%+22.8pp | 82.3%+16.1pp | 70.9%+27.6pp |
| Annual return | 0.00% | 4.48%-4.5pp | 119.20%-119.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $9,870 | $3,063+222.2% | $4,628+113.3% | $2,078+374.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |