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 | $21,446 | $79,523-73.0% | $140,016-84.7% | $56,287-61.9% |
| Participation rate | 97.0% | 85.7%+11.3pp | 87.5%+9.5pp | 69.9%+27.1pp |
| Annual return | 13.57% | 2.39%+11.2pp | 651.12%-637.6pp | -9.96%+23.5pp |
| Employer contribution / active EE | $1,469 | $3,350-56.2% | $5,606-73.8% | $2,111-30.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |