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 | $20,366 | $101,724-80.0% | $164,813-87.6% | $80,856-74.8% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 11.14% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,003 | $2,953-32.2% | $4,341-53.9% | $2,755-27.3% |
| Participant deferral / active EE | $2,993 | $4,477-33.2% | $6,031-50.4% | $4,296-30.3% |
| Admin fee / account holder | $15 | $8,227-99.8% | $12,690-99.9% | $6,918-99.8% |