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 3-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 | $14,559 | $79,171-81.6% | $102,423-85.8% | $74,495-80.5% |
| Participation rate | 91.7% | 74.8%+16.9pp | 76.5%+15.3pp | 67.2%+24.5pp |
| Annual return | 153.15% | 54.93%+98.2pp | 29.32%+123.8pp | 1364.94%-1211.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,700 | $4,415+29.1% | $5,053+12.8% | $4,346+31.2% |
| Admin fee / account holder | $12 | $2,001-99.4% | $9,451-99.9% | $1,942-99.4% |