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 | $6,729 | $47,634-85.9% | $90,404-92.6% | $90,288-92.5% |
| Participation rate | 82.9% | 67.5%+15.4pp | 72.7%+10.2pp | 73.4%+9.5pp |
| Annual return | 70.11% | 19.61%+50.5pp | 1293.02%-1222.9pp | 53.97%+16.1pp |
| Employer contribution / active EE | $668 | $1,749-61.8% | $3,262-79.5% | $2,524-73.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $5,611-100.0% | $114-100.0% |