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 | $20,624 | $59,402-65.3% | $93,654-78.0% | $74,546-72.3% |
| Participation rate | 89.5% | 59.7%+29.8pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 77.36% | 81.86%-4.5pp | 133.34%-56.0pp | 1366.03%-1288.7pp |
| Employer contribution / active EE | $1,071 | $1,265-15.3% | $2,421-55.8% | $2,624-59.2% |
| Participant deferral / active EE | $4,004 | $3,049+31.3% | $4,413-9.3% | $4,347-7.9% |
| Admin fee / account holder | $21 | $3,023-99.3% | $8,282-99.7% | $1,944-98.9% |