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 | $116,667 | $70,002+66.7% | $115,037+1.4% | $52,331+122.9% |
| Participation rate | 98.2% | 72.1%+26.1pp | 81.4%+16.9pp | 68.1%+30.1pp |
| Annual return | 25.86% | 4.04%+21.8pp | 26.14%-0.3pp | 4.54%+21.3pp |
| Employer contribution / active EE | $1,706 | $2,715-37.2% | $4,608-63.0% | $1,882-9.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |