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 9-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 | $25,462 | $101,317-74.9% | $146,958-82.7% | $74,495-65.8% |
| Participation rate | 78.5% | 75.5%+2.9pp | 82.2%-3.7pp | 67.2%+11.3pp |
| Annual return | 16.68% | 8730.91%-8714.2pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,796 | $3,810-52.9% | $4,933-63.6% | $2,623-31.5% |
| Participant deferral / active EE | $3,421 | $7,303-53.2% | $8,070-57.6% | $4,346-21.3% |
| Admin fee / account holder | $18 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |