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 | $164,791 | $129,021+27.7% | $184,203-10.5% | $77,643+112.2% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 13.34% | 33.27%-19.9pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,484 | $4,413-66.4% | $6,427-76.9% | $2,726-45.6% |
| Participant deferral / active EE | $6,082 | $7,297-16.7% | $9,131-33.4% | $4,647+30.9% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |