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 | $17,033 | $64,119-73.4% | $112,228-84.8% | $66,914-74.5% |
| Participation rate | 88.1% | 68.5%+19.7pp | 75.1%+13.1pp | 69.8%+18.3pp |
| Annual return | -11.94% | -13.81%+1.9pp | 27.45%-39.4pp | 1.58%-13.5pp |
| Employer contribution / active EE | $3,501 | $3,005+16.5% | $3,635-3.7% | $2,544+37.6% |
| Participant deferral / active EE | $6,215 | $3,693+68.3% | $4,728+31.4% | $4,237+46.7% |
| Admin fee / account holder | $16 | $625-97.4% | $6,410-99.7% | $593-97.2% |