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 4-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 | $4,750 | $34,934-86.4% | $56,411-91.6% | $74,495-93.6% |
| Participation rate | 71.0% | 32.8%+38.2pp | 52.5%+18.6pp | 67.2%+3.8pp |
| Annual return | 12.42% | 25.94%-13.5pp | 1701.33%-1688.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $541 | $609-11.2% | $1,039-47.9% | $2,623-79.4% |
| Participant deferral / active EE | $1,231 | $1,170+5.2% | $1,952-36.9% | $4,346-71.7% |
| Admin fee / account holder | $65 | $2,364-97.3% | $2,829-97.7% | $1,942-96.7% |