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 5-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 | $18,486 | $101,317-81.8% | $146,958-87.4% | $74,495-75.2% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.6pp | 67.2%+22.6pp |
| Annual return | 35.17% | 8730.91%-8695.7pp | 418.34%-383.2pp | 1364.94%-1329.8pp |
| Employer contribution / active EE | $3,563 | $3,810-6.5% | $4,933-27.8% | $2,623+35.8% |
| Participant deferral / active EE | $5,956 | $7,303-18.4% | $8,070-26.2% | $4,346+37.1% |
| Admin fee / account holder | $17 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |