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 | $5,422 | $127,481-95.7% | $149,696-96.4% | $90,288-94.0% |
| Participation rate | 99.8% | 78.2%+21.6pp | 82.5%+17.4pp | 73.4%+26.5pp |
| Annual return | 0.00% | 57.78%-57.8pp | 276.60%-276.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $11,242 | $3,448+226.1% | $4,644+142.1% | $2,524+345.4% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $9,309-100.0% | $114-100.0% |