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 6-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 | $21,810 | $64,119-66.0% | $112,228-80.6% | $66,914-67.4% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.1%+23.2pp | 69.8%+28.4pp |
| Annual return | 36.36% | -13.81%+50.2pp | 27.45%+8.9pp | 1.58%+34.8pp |
| Employer contribution / active EE | $2,128 | $3,005-29.2% | $3,635-41.5% | $2,544-16.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $625-99.8% | $6,410-100.0% | $593-99.8% |