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 | $3,347 | $49,138-93.2% | $84,015-96.0% | $65,185-94.9% |
| Participation rate | 97.7% | 60.7%+37.0pp | 69.0%+28.7pp | 70.2%+27.5pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.31%-71.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $570 | $914-37.6% | $1,983-71.3% | $2,177-73.8% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |