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 7-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 | $11,339 | $36,806-69.2% | $69,647-83.7% | $77,643-85.4% |
| Participation rate | 97.3% | 64.4%+32.9pp | 66.5%+30.8pp | 70.6%+26.7pp |
| Annual return | 22.24% | 38.81%-16.6pp | 100.48%-78.2pp | 31.24%-9.0pp |
| Employer contribution / active EE | $833 | $1,257-33.7% | $1,712-51.4% | $2,726-69.4% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $2,886-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $507-99.7% | $4,713-100.0% | $430-99.7% |