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 | $12,583 | $73,638-82.9% | $95,952-86.9% | $73,488-82.9% |
| Participation rate | 88.4% | 76.2%+12.3pp | 77.1%+11.3pp | 70.7%+17.7pp |
| Annual return | 20.78% | 16.78%+4.0pp | 91.61%-70.8pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,214 | $1,863-34.9% | $2,541-52.2% | $2,270-46.5% |
| Participant deferral / active EE | $2,372 | $3,617-34.4% | $4,167-43.1% | $3,740-36.6% |
| Admin fee / account holder | $7 | $482-98.6% | $6,795-99.9% | $513-98.7% |