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 5-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 | $24,291 | $102,197-76.2% | $142,449-82.9% | $74,419-67.4% |
| Participation rate | 95.5% | 79.8%+15.6pp | 76.8%+18.7pp | 70.7%+24.7pp |
| Annual return | 58.23% | 19.73%+38.5pp | 19.99%+38.2pp | 34.38%+23.8pp |
| Employer contribution / active EE | $5,931 | $5,052+17.4% | $4,847+22.4% | $2,637+124.9% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,283-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $186-99.9% | $10,011-100.0% | $348-100.0% |