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 4-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 | $4,391 | $55,932-92.1% | $76,735-94.3% | $67,986-93.5% |
| Participation rate | 76.6% | 50.8%+25.8pp | 69.5%+7.1pp | 57.2%+19.4pp |
| Annual return | 20.35% | 23.10%-2.8pp | 29.77%-9.4pp | 31.67%-11.3pp |
| Employer contribution / active EE | $571 | $1,487-61.6% | $2,454-76.7% | $2,019-71.7% |
| Participant deferral / active EE | $2,133 | $2,558-16.6% | $4,088-47.8% | $3,358-36.5% |
| Admin fee / account holder | $24 | $4,907-99.5% | $7,189-99.7% | $3,203-99.2% |