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 | $21,414 | $91,407-76.6% | $135,903-84.2% | $71,457-70.0% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 45.15% | 29.90%+15.3pp | 68.23%-23.1pp | 28.85%+16.3pp |
| Employer contribution / active EE | $3,618 | $3,703-2.3% | $4,856-25.5% | $2,588+39.8% |
| Participant deferral / active EE | $9,113 | $7,092+28.5% | $7,758+17.5% | $4,289+112.5% |
| Admin fee / account holder | $16 | $1,266-98.8% | $10,762-99.9% | $1,587-99.0% |