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 | $20,698 | $59,584-65.3% | $86,874-76.2% | $79,386-73.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 12.01% | 23.15%-11.1pp | 63.52%-51.5pp | 116.85%-104.8pp |
| Employer contribution / active EE | $3,740 | $1,768+111.6% | $2,495+49.9% | $2,427+54.1% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,828-100.0% | $626-100.0% |