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 | $10,245 | $61,272-83.3% | $149,673-93.2% | $71,457-85.7% |
| Participation rate | 87.6% | 62.5%+25.1pp | 78.8%+8.9pp | 67.9%+19.7pp |
| Annual return | 14.51% | 35.85%-21.3pp | 134.42%-119.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,938 | $2,378-18.5% | $4,818-59.8% | $2,588-25.1% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $36 | $1,261-97.2% | $13,210-99.7% | $1,587-97.8% |