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 | $45,573 | $106,028-57.0% | $146,958-69.0% | $77,643-41.3% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.5pp | 70.6%+27.1pp |
| Annual return | 15.55% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,256 | $4,063-44.5% | $4,933-54.3% | $2,726-17.2% |
| Participant deferral / active EE | $2,336 | $7,990-70.8% | $8,070-71.0% | $4,647-49.7% |
| Admin fee / account holder | $14 | $337-96.0% | $12,998-99.9% | $430-96.8% |