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 | $24,161 | $136,307-82.3% | $177,821-86.4% | $73,488-67.1% |
| Participation rate | 80.7% | 86.1%-5.4pp | 87.7%-7.0pp | 70.7%+10.0pp |
| Annual return | 20.94% | 18.68%+2.3pp | 48.32%-27.4pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,846 | $3,712-50.3% | $5,918-68.8% | $2,270-18.7% |
| Participant deferral / active EE | $3,938 | $5,829-32.4% | $7,714-49.0% | $3,740+5.3% |
| Admin fee / account holder | $9 | $596-98.5% | $12,427-99.9% | $513-98.2% |