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 | $18,830 | $69,477-72.9% | $94,646-80.1% | $71,457-73.6% |
| Participation rate | 77.7% | 78.4%-0.7pp | 80.8%-3.1pp | 67.9%+9.8pp |
| Annual return | 25.85% | 29.66%-3.8pp | 156.71%-130.9pp | 28.85%-3.0pp |
| Employer contribution / active EE | $3,124 | $2,853+9.5% | $3,672-14.9% | $2,588+20.7% |
| Participant deferral / active EE | $5,491 | $7,345-25.2% | $7,418-26.0% | $4,289+28.0% |
| Admin fee / account holder | $87 | $1,210-92.8% | $7,231-98.8% | $1,587-94.5% |