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 4-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 | $5,057 | $55,230-90.8% | $79,550-93.6% | - |
| Participation rate | 80.8% | 62.4%+18.4pp | 69.5%+11.3pp | - |
| Annual return | 0.00% | -17.05%+17.0pp | 0.16%-0.2pp | - |
| Employer contribution / active EE | $2,020 | $1,304+54.9% | $2,413-16.3% | - |
| Participant deferral / active EE | $0 | $2,804-100.0% | $3,985-100.0% | - |
| Admin fee / account holder | $0 | $7,320-100.0% | $6,832-100.0% | - |