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 7-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 | $8,190 | $66,124-87.6% | $90,404-90.9% | $73,488-88.9% |
| Participation rate | 96.1% | 69.7%+26.5pp | 72.7%+23.4pp | 70.7%+25.4pp |
| Annual return | 21.19% | 17.65%+3.5pp | 1293.02%-1271.8pp | 28.51%-7.3pp |
| Employer contribution / active EE | $366 | $2,346-84.4% | $3,262-88.8% | $2,270-83.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |