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 | $14,357 | $69,848-79.4% | $115,756-87.6% | $66,914-78.5% |
| Participation rate | 91.4% | 70.6%+20.8pp | 77.1%+14.3pp | 69.8%+21.6pp |
| Annual return | 0.83% | 969.66%-968.8pp | 143.14%-142.3pp | 1.58%-0.8pp |
| Employer contribution / active EE | $4,762 | $2,613+82.3% | $3,793+25.6% | $2,544+87.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $593-100.0% |