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 | $4,005 | $25,165-84.1% | $73,545-94.6% | $77,958-94.9% |
| Participation rate | 100.0% | 36.6%+63.4pp | 54.9%+45.1pp | 71.6%+28.4pp |
| Annual return | 19.41% | 18.12%+1.3pp | -15.16%+34.6pp | 20.87%-1.5pp |
| Employer contribution / active EE | $145 | $395-63.4% | $1,219-88.1% | $2,310-93.7% |
| Participant deferral / active EE | $0 | $898-100.0% | $1,806-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $2,320-100.0% | $97-100.0% |