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 10-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 | $13,882 | $101,883-86.4% | $453,369-96.9% | $85,850-83.8% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 49.35% | 25.38%+24.0pp | 64.40%-15.0pp | 318.53%-269.2pp |
| Employer contribution / active EE | $2,128 | $2,847-25.3% | $4,070-47.7% | $2,565-17.1% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,706-100.0% | $11,209-100.0% | $6,260-100.0% |