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 8-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 | $15,261 | $47,126-67.6% | $149,673-89.8% | $74,419-79.5% |
| Participation rate | 93.6% | 63.4%+30.2pp | 78.8%+14.9pp | 70.7%+22.9pp |
| Annual return | 15.96% | 22.75%-6.8pp | 134.42%-118.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $2,889 | $1,905+51.6% | $4,818-40.0% | $2,637+9.5% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $6 | $343-98.3% | $13,210-100.0% | $348-98.3% |