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 | $2,594 | $61,272-95.8% | $149,673-98.3% | $71,457-96.4% |
| Participation rate | 87.3% | 62.5%+24.8pp | 78.8%+8.5pp | 67.9%+19.4pp |
| Annual return | 68.79% | 35.85%+32.9pp | 134.42%-65.6pp | 28.85%+39.9pp |
| Employer contribution / active EE | $538 | $2,378-77.4% | $4,818-88.8% | $2,588-79.2% |
| Participant deferral / active EE | $863 | $2,917-70.4% | $5,680-84.8% | $4,289-79.9% |
| Admin fee / account holder | $8 | $1,261-99.3% | $13,210-99.9% | $1,587-99.5% |