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 | $6,735 | $60,892-88.9% | $82,389-91.8% | $84,808-92.1% |
| Participation rate | 82.6% | 63.3%+19.3pp | 69.5%+13.1pp | 68.3%+14.3pp |
| Annual return | 19.81% | 37.29%-17.5pp | 28.67%-8.9pp | 40.90%-21.1pp |
| Employer contribution / active EE | $672 | $1,779-62.2% | $2,517-73.3% | $2,631-74.5% |
| Participant deferral / active EE | $1,698 | $3,179-46.6% | $4,155-59.1% | $4,212-59.7% |
| Admin fee / account holder | $34 | $5,467-99.4% | $7,231-99.5% | $7,344-99.5% |