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 9-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 | $21,270 | $273,761-92.2% | $107,525-80.2% | - |
| Participation rate | 94.8% | 58.9%+35.9pp | 75.1%+19.7pp | - |
| Annual return | 71.35% | 16.25%+55.1pp | 181.32%-110.0pp | - |
| Employer contribution / active EE | $2,276 | $2,099+8.4% | $3,754-39.4% | - |
| Participant deferral / active EE | $0 | $3,884-100.0% | $5,116-100.0% | - |
| Admin fee / account holder | $1 | $22,208-100.0% | $8,919-100.0% | - |