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 | $11,355 | $65,376-82.6% | $87,100-87.0% | $65,185-82.6% |
| Participation rate | 90.3% | 75.3%+15.0pp | 76.9%+13.5pp | 70.2%+20.1pp |
| Annual return | 22.88% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,168 | $1,822-35.9% | $2,521-53.7% | $2,177-46.3% |
| Participant deferral / active EE | $2,303 | $3,388-32.0% | $4,049-43.1% | $3,514-34.5% |
| Admin fee / account holder | $7 | $520-98.7% | $7,497-99.9% | $847-99.2% |