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 | $26,864 | $101,317-73.5% | $146,958-81.7% | $74,495-63.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 34.55% | 8730.91%-8696.4pp | 418.34%-383.8pp | 1364.94%-1330.4pp |
| Employer contribution / active EE | $2,087 | $3,810-45.2% | $4,933-57.7% | $2,623-20.4% |
| Participant deferral / active EE | $5,878 | $7,303-19.5% | $8,070-27.2% | $4,346+35.3% |
| Admin fee / account holder | $66 | $1,739-96.2% | $12,998-99.5% | $1,942-96.6% |