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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,071 | $46,732-76.3% | $156,549-92.9% | $55,167-79.9% |
| Participation rate | 90.4% | 65.8%+24.6pp | 84.0%+6.4pp | 69.0%+21.4pp |
| Annual return | 7.17% | 17.72%-10.5pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,109 | $2,105-47.3% | $5,501-79.8% | $1,963-43.5% |
| Participant deferral / active EE | $337 | $2,204-84.7% | $4,871-93.1% | $3,054-89.0% |
| Admin fee / account holder | $8 | $418-98.2% | $13,027-99.9% | $504-98.5% |