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 | $4,367 | $26,549-83.6% | $61,373-92.9% | $66,914-93.5% |
| Participation rate | 98.9% | 38.1%+60.8pp | 52.6%+46.3pp | 69.8%+29.1pp |
| Annual return | -18.20% | -16.21%-2.0pp | 338.61%-356.8pp | 1.58%-19.8pp |
| Employer contribution / active EE | $379 | $651-41.8% | $1,159-67.3% | $2,544-85.1% |
| Participant deferral / active EE | $1,801 | $1,338+34.6% | $2,125-15.3% | $4,237-57.5% |
| Admin fee / account holder | $18 | $409-95.5% | $2,130-99.1% | $593-96.9% |