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 10-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.
Participant 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 | $81,970 | $70,083+17.0% | $59,878+36.9% | $55,725+47.1% |
| Participation rate | 92.1% | 78.4%+13.8pp | 74.7%+17.4pp | 70.9%+21.3pp |
| Annual return | 2.20% | 3.13%-0.9pp | 3.46%-1.3pp | 244.93%-242.7pp |
| Employer contribution / active EE | $10,820 | $2,878+275.9% | $2,722+297.6% | $2,078+420.7% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |