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 8-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 | $9,422 | $55,453-83.0% | $170,442-94.5% | $62,292-84.9% |
| Participation rate | 76.5% | 66.4%+10.2pp | 83.6%-7.1pp | 69.5%+7.0pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.93%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $842 | $2,164-61.1% | $5,433-84.5% | $2,042-58.7% |
| Participant deferral / active EE | $5,625 | $2,303+144.3% | $4,939+13.9% | $3,169+77.5% |
| Admin fee / account holder | $12 | $455-97.3% | $13,880-99.9% | $479-97.4% |