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 | $42,080 | $75,388-44.2% | $123,544-65.9% | $55,725-24.5% |
| Participation rate | 90.5% | 75.7%+14.8pp | 82.3%+8.2pp | 70.9%+19.6pp |
| Annual return | -1.27% | 4.48%-5.7pp | 119.20%-120.5pp | 244.93%-246.2pp |
| Employer contribution / active EE | $3,699 | $3,063+20.8% | $4,628-20.1% | $2,078+78.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |