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.
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 | $15,446 | $51,466-70.0% | $78,778-80.4% | $62,292-75.2% |
| Participation rate | 75.7% | 59.8%+15.9pp | 69.2%+6.5pp | 69.5%+6.1pp |
| Annual return | 16.85% | 19.96%-3.1pp | 35.62%-18.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $822 | $827-0.6% | $1,986-58.6% | $2,042-59.7% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |