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 | $14,971 | $63,745-76.5% | $98,442-84.8% | $79,386-81.1% |
| Participation rate | 96.9% | 69.9%+27.1pp | 73.3%+23.6pp | 70.7%+26.2pp |
| Annual return | 95.50% | 625.80%-530.3pp | 1492.73%-1397.2pp | 116.85%-21.3pp |
| Employer contribution / active EE | $853 | $2,557-66.7% | $2,960-71.2% | $2,427-64.9% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |