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 | $23,981 | $50,464-52.5% | $75,781-68.4% | $52,331-54.2% |
| Participation rate | 94.8% | 66.8%+28.1pp | 75.8%+19.0pp | 68.1%+26.7pp |
| Annual return | 38.19% | 1.03%+37.2pp | 9.68%+28.5pp | 4.54%+33.7pp |
| Employer contribution / active EE | $8,425 | $1,988+323.7% | $3,323+153.5% | $1,882+347.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |