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 | $76,084 | $72,254+5.3% | $86,677-12.2% | $64,808+17.4% |
| Participation rate | 99.6% | 80.4%+19.2pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | 4.20% | 392.42%-388.2pp | 35.91%-31.7pp | 32.82%-28.6pp |
| Employer contribution / active EE | $713 | $2,393-70.2% | $2,836-74.8% | $2,506-71.5% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |