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 | $136,364 | $52,681+158.8% | $75,781+79.9% | $59,632+128.7% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.8%+21.9pp | 68.7%+29.0pp |
| Annual return | 159.01% | 2.95%+156.1pp | 9.68%+149.3pp | 2041.28%-1882.3pp |
| Employer contribution / active EE | $12,894 | $2,193+487.9% | $3,323+288.0% | $2,203+485.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |