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 8-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 | $96,217 | $98,982-2.8% | $162,163-40.7% | $65,185+47.6% |
| Participation rate | 99.1% | 85.8%+13.4pp | 87.6%+11.6pp | 70.2%+28.9pp |
| Annual return | 25.14% | 24.84%+0.3pp | 115.59%-90.5pp | 29.38%-4.2pp |
| Employer contribution / active EE | $2,391 | $3,467-31.0% | $5,614-57.4% | $2,177+9.9% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $8 | $596-98.7% | $10,843-99.9% | $847-99.1% |