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 | $10,341 | $37,213-72.2% | $156,549-93.4% | $63,975-83.8% |
| Participation rate | 95.8% | 65.0%+30.8pp | 84.0%+11.8pp | 71.1%+24.7pp |
| Annual return | 13.08% | 47.89%-34.8pp | 32.23%-19.1pp | 48.65%-35.6pp |
| Employer contribution / active EE | $413 | $1,357-69.6% | $5,501-92.5% | $2,182-81.1% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $56-100.0% | $13,027-100.0% | $70-100.0% |