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 6-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 | $10,096 | $45,719-77.9% | $96,139-89.5% | $93,030-89.1% |
| Participation rate | 92.8% | 45.8%+46.9pp | 68.4%+24.3pp | 73.9%+18.9pp |
| Annual return | 58.95% | 3211.95%-3153.0pp | 191.94%-133.0pp | 158.70%-99.8pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,797-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $4,349-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $5,537-100.0% | $152-100.0% |