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.
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 | $20,897 | $49,693-57.9% | $70,515-70.4% | $74,419-71.9% |
| Participation rate | 99.4% | 64.7%+34.8pp | 68.3%+31.1pp | 70.7%+28.7pp |
| Annual return | 0.00% | 21.22%-21.2pp | 32.77%-32.8pp | 34.38%-34.4pp |
| Employer contribution / active EE | $16,254 | $1,773+816.7% | $2,973+446.7% | $2,637+516.3% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $6,412-100.0% | $348-100.0% |