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 7-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 | $12,280 | $55,472-77.9% | $155,567-92.1% | $74,546-83.5% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 17.20% | 268.72%-251.5pp | 64.74%-47.5pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $1,721 | $2,269-24.1% | $4,674-63.2% | $2,624-34.4% |
| Participant deferral / active EE | $2,606 | $2,838-8.2% | $5,628-53.7% | $4,347-40.1% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |