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 8-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 | $5,850 | $77,899-92.5% | $149,673-96.1% | $75,163-92.2% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.5pp |
| Annual return | 21.63% | 31.72%-10.1pp | 134.42%-112.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,139 | $3,137-63.7% | $4,818-76.4% | $2,670-57.3% |
| Participant deferral / active EE | $1,670 | $3,411-51.0% | $5,680-70.6% | $4,125-59.5% |
| Admin fee / account holder | $39 | $5,956-99.3% | $13,210-99.7% | $5,651-99.3% |