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 4-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 | $6,812 | $41,647-83.6% | $96,139-92.9% | $86,799-92.2% |
| Participation rate | 98.6% | 50.2%+48.3pp | 68.4%+30.1pp | 72.3%+26.3pp |
| Annual return | 0.00% | 27.24%-27.2pp | 191.94%-191.9pp | 97.91%-97.9pp |
| Employer contribution / active EE | $13,377 | $1,318+915.3% | $2,797+378.3% | $2,405+456.1% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,537-100.0% | $170-100.0% |