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 | $6,227 | $57,384-89.1% | $106,387-94.1% | $56,287-88.9% |
| Participation rate | 99.2% | 71.3%+27.8pp | 77.5%+21.7pp | 69.9%+29.3pp |
| Annual return | 6.38% | 5.91%+0.5pp | 0.25%+6.1pp | -9.96%+16.3pp |
| Employer contribution / active EE | $2,489 | $2,348+6.0% | $3,520-29.3% | $2,111+17.9% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $70 | $566-87.7% | $7,510-99.1% | $521-86.7% |