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 | $6,477 | $60,022-89.2% | $88,946-92.7% | $84,808-92.4% |
| Participation rate | 93.0% | 57.8%+35.2pp | 68.8%+24.2pp | 68.3%+24.7pp |
| Annual return | 25.02% | 22.43%+2.6pp | 57.82%-32.8pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,938 | $1,703+13.8% | $2,555-24.1% | $2,631-26.3% |
| Participant deferral / active EE | $2,354 | $3,114-24.4% | $4,581-48.6% | $4,212-44.1% |
| Admin fee / account holder | $26 | $4,811-99.5% | $8,261-99.7% | $7,344-99.6% |