Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,260 | $44,984-79.4% | $85,009-89.1% | $74,546-87.6% |
| Participation rate | 95.5% | 49.4%+46.1pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 16.96% | 26.25%-9.3pp | 66.47%-49.5pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $1,193 | $1,458-18.2% | $2,728-56.3% | $2,624-54.5% |
| Participant deferral / active EE | $1,924 | $2,733-29.6% | $4,522-57.5% | $4,347-55.8% |
| Admin fee / account holder | $7 | $2,208-99.7% | $6,153-99.9% | $1,944-99.6% |