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 | $15,225 | $56,485-73.0% | $185,823-91.8% | $86,799-82.5% |
| Participation rate | 77.3% | 65.5%+11.8pp | 81.7%-4.4pp | 72.3%+5.0pp |
| Annual return | 19.10% | 118.04%-98.9pp | 122.05%-102.9pp | 97.91%-78.8pp |
| Employer contribution / active EE | $1,102 | $1,843-40.2% | $5,167-78.7% | $2,405-54.2% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $178 | $150+18.9% | $16,237-98.9% | $170+4.9% |