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 | $43,860 | $68,904-36.3% | $169,463-74.1% | $68,904-36.3% |
| Participation rate | 99.9% | 74.1%+25.8pp | 77.8%+22.1pp | 74.1%+25.8pp |
| Annual return | 16.94% | 1.07%+15.9pp | 1.83%+15.1pp | 1.07%+15.9pp |
| Employer contribution / active EE | $287 | $2,540-88.7% | $4,159-93.1% | $2,540-88.7% |
| Participant deferral / active EE | $0 | $4,015-100.0% | $5,277-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $9,109-100.0% | $71-100.0% |