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.
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 | $2,628 | $70,115-96.3% | $70,515-96.3% | $80,160-96.7% |
| Participation rate | 96.9% | 71.7%+25.2pp | 68.3%+28.5pp | 72.9%+24.0pp |
| Annual return | 0.00% | 134.51%-134.5pp | 32.77%-32.8pp | 40.38%-40.4pp |
| Employer contribution / active EE | $1,290 | $3,021-57.3% | $2,973-56.6% | $2,978-56.7% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $6,412-100.0% | $145-100.0% |