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 | $9,260 | $44,960-79.4% | $84,966-89.1% | $74,495-87.6% |
| Participation rate | 95.5% | 49.4%+46.1pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 16.96% | 26.24%-9.3pp | 66.38%-49.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,193 | $1,457-18.1% | $2,727-56.2% | $2,623-54.5% |
| Participant deferral / active EE | $1,924 | $2,731-29.6% | $4,519-57.4% | $4,346-55.7% |
| Admin fee / account holder | $7 | $2,209-99.7% | $6,149-99.9% | $1,942-99.6% |