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 | $11,424 | $65,118-82.5% | $76,768-85.1% | $55,725-79.5% |
| Participation rate | 96.7% | 79.6%+17.1pp | 77.0%+19.8pp | 70.9%+25.9pp |
| Annual return | 9.94% | -1.27%+11.2pp | 2.43%+7.5pp | 244.93%-235.0pp |
| Employer contribution / active EE | $1,961 | $1,941+1.0% | $2,485-21.1% | $2,078-5.6% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |