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 | $25,539 | $111,491-77.1% | $189,513-86.5% | $86,799-70.6% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.8%+11.7pp | 72.3%+27.2pp |
| Annual return | 80.60% | 83.50%-2.9pp | 555.15%-474.6pp | 97.91%-17.3pp |
| Employer contribution / active EE | $1,828 | $3,951-53.7% | $6,162-70.3% | $2,405-24.0% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |