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 | $13,217 | $51,197-74.2% | $82,719-84.0% | $66,914-80.2% |
| Participation rate | 70.4% | 67.8%+2.6pp | 72.6%-2.1pp | 69.8%+0.6pp |
| Annual return | 0.00% | -9.64%+9.6pp | 701.18%-701.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,072 | $2,611-20.6% | $3,009-31.1% | $2,544-18.5% |
| Participant deferral / active EE | $3,775 | $3,458+9.2% | $4,395-14.1% | $4,237-10.9% |
| Admin fee / account holder | $35 | $416-91.7% | $5,329-99.4% | $593-94.2% |