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 | $52,008 | $80,724-35.6% | $103,333-49.7% | $74,495-30.2% |
| Participation rate | 70.5% | 65.7%+4.8pp | 74.5%-4.0pp | 67.2%+3.3pp |
| Annual return | 12.08% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,709 | $3,157-14.2% | $3,868-30.0% | $2,623+3.3% |
| Participant deferral / active EE | $1,556 | $3,860-59.7% | $5,057-69.2% | $4,346-64.2% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |