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 | $21,709 | $91,762-76.3% | $67,502-67.8% | $77,643-72.0% |
| Participation rate | 99.4% | 75.9%+23.5pp | 72.9%+26.5pp | 70.6%+28.8pp |
| Annual return | 16.50% | 14.87%+1.6pp | 3512.12%-3495.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,826 | $3,181-11.2% | $2,731+3.5% | $2,726+3.7% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $176-100.0% | $3,998-100.0% | $430-100.0% |