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 10-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 | $4,997 | $37,393-86.6% | $77,024-93.5% | $66,914-92.5% |
| Participation rate | 98.7% | 52.9%+45.8pp | 67.9%+30.8pp | 69.8%+28.9pp |
| Annual return | 52.41% | -3.29%+55.7pp | 42.32%+10.1pp | 1.58%+50.8pp |
| Employer contribution / active EE | $2,621 | $1,531+71.2% | $2,812-6.8% | $2,544+3.0% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |