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 3-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 | $17,278 | $82,664-79.1% | $125,339-86.2% | $68,494-74.8% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -11.47% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $5,162 | $3,381+52.7% | $4,814+7.2% | $2,596+98.8% |
| Participant deferral / active EE | $7,456 | $6,110+22.0% | $7,446+0.1% | $4,027+85.1% |
| Admin fee / account holder | $23 | $6,275-99.6% | $10,010-99.8% | $5,403-99.6% |