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 5-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 | $11,982 | $82,664-85.5% | $125,339-90.4% | $68,494-82.5% |
| Participation rate | 96.7% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.8pp |
| Annual return | 4.24% | -5.97%+10.2pp | 572.05%-567.8pp | -7.84%+12.1pp |
| Employer contribution / active EE | $2,597 | $3,381-23.2% | $4,814-46.0% | $2,5960% |
| Participant deferral / active EE | $11,195 | $6,110+83.2% | $7,446+50.3% | $4,027+178.0% |
| Admin fee / account holder | $18 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |