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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,297 | $91,372-59.2% | $129,995-71.3% | $74,419-49.9% |
| Participation rate | 99.6% | 77.8%+21.8pp | 78.5%+21.1pp | 70.7%+28.9pp |
| Annual return | 0.00% | 23.21%-23.2pp | -137.18%+137.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $327 | $2,563-87.3% | $4,320-92.4% | $2,637-87.6% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |