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 | $8,607 | $49,915-82.8% | $154,803-94.4% | $74,304-88.4% |
| Participation rate | 71.7% | 54.0%+17.8pp | 78.1%-6.4pp | 60.3%+11.4pp |
| Annual return | 13.53% | 34.06%-20.5pp | 58.88%-45.3pp | 29.43%-15.9pp |
| Employer contribution / active EE | $533 | $1,611-66.9% | $4,305-87.6% | $2,241-76.2% |
| Participant deferral / active EE | $856 | $2,255-62.1% | $5,540-84.6% | $3,767-77.3% |
| Admin fee / account holder | $12 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |