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 6-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 | $25,979 | $88,634-70.7% | $101,326-74.4% | $74,304-65.0% |
| Participation rate | 87.2% | 76.9%+10.3pp | 81.5%+5.7pp | 60.3%+26.8pp |
| Annual return | 41.25% | 33.10%+8.2pp | 36.82%+4.4pp | 29.43%+11.8pp |
| Employer contribution / active EE | $1,014 | $2,930-65.4% | $3,665-72.3% | $2,241-54.7% |
| Participant deferral / active EE | $7,675 | $7,322+4.8% | $7,994-4.0% | $3,767+103.7% |
| Admin fee / account holder | $32 | $2,425-98.7% | $11,185-99.7% | $2,969-98.9% |