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 8-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 | $19,985 | $84,936-76.5% | $111,297-82.0% | $79,386-74.8% |
| Participation rate | 98.4% | 75.9%+22.5pp | 77.3%+21.1pp | 70.7%+27.7pp |
| Annual return | 28.02% | 17.45%+10.6pp | 54.65%-26.6pp | 116.85%-88.8pp |
| Employer contribution / active EE | $1,200 | $1,979-39.4% | $2,731-56.1% | $2,427-50.6% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |