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 | $7,076 | $67,679-89.5% | $155,509-95.4% | $99,062-92.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 78.2%+21.8pp | 71.6%+28.4pp |
| Annual return | 14.05% | 16.16%-2.1pp | 64.67%-50.6pp | 17.66%-3.6pp |
| Employer contribution / active EE | $342 | $2,268-84.9% | $4,672-92.7% | $3,262-89.5% |
| Participant deferral / active EE | $934 | $3,828-75.6% | $5,626-83.4% | $5,331-82.5% |
| Admin fee / account holder | $28 | $94-70.0% | $15,912-99.8% | $109-74.2% |