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 6-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 | $25,826 | $66,098-60.9% | $101,794-74.6% | $74,304-65.2% |
| Participation rate | 89.8% | 53.8%+36.1pp | 69.2%+20.6pp | 60.3%+29.5pp |
| Annual return | 29.61% | 19.59%+10.0pp | 30.53%-0.9pp | 29.43%+0.2pp |
| Employer contribution / active EE | $1,176 | $1,082+8.7% | $2,289-48.6% | $2,241-47.5% |
| Participant deferral / active EE | $4,224 | $2,781+51.9% | $4,084+3.4% | $3,767+12.1% |
| Admin fee / account holder | $33 | $4,146-99.2% | $8,777-99.6% | $2,969-98.9% |