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 | $8,979 | $52,626-82.9% | $98,442-90.9% | $93,030-90.3% |
| Participation rate | 86.7% | 65.3%+21.3pp | 73.3%+13.3pp | 73.9%+12.8pp |
| Annual return | 42.28% | 16.95%+25.3pp | 1492.73%-1450.4pp | 158.70%-116.4pp |
| Employer contribution / active EE | $706 | $1,894-62.7% | $2,960-76.2% | $2,706-73.9% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,949-100.0% | $152-100.0% |