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 | $2,342 | $111,608-97.9% | $177,821-98.7% | $73,409-96.8% |
| Participation rate | 91.8% | 87.9%+4.0pp | 87.7%+4.1pp | 72.2%+19.7pp |
| Annual return | 0.00% | 18.23%-18.2pp | 48.32%-48.3pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |