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 | $38,556 | $88,686-56.5% | $129,995-70.3% | $96,393-60.0% |
| Participation rate | 79.1% | 78.8%+0.3pp | 78.5%+0.7pp | 71.3%+7.9pp |
| Annual return | 18.51% | 17.57%+0.9pp | -137.18%+155.7pp | 22.88%-4.4pp |
| Employer contribution / active EE | $1,821 | $2,843-35.9% | $4,320-57.8% | $3,238-43.8% |
| Participant deferral / active EE | $4,858 | $4,908-1.0% | $5,820-16.5% | $5,455-10.9% |
| Admin fee / account holder | $0 | $60-100.0% | $10,614-100.0% | $74-100.0% |