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.
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 | $22,249 | $64,480-65.5% | $81,382-72.7% | $80,856-72.5% |
| Participation rate | 90.9% | 63.9%+27.0pp | 69.5%+21.4pp | 67.6%+23.3pp |
| Annual return | 14.24% | 16.34%-2.1pp | 24.73%-10.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4 | $1,978-99.8% | $2,463-99.8% | $2,755-99.9% |
| Participant deferral / active EE | $4,518 | $3,094+46.0% | $3,883+16.3% | $4,296+5.2% |
| Admin fee / account holder | $38 | $5,671-99.3% | $5,768-99.3% | $6,918-99.5% |