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 | $108,439 | $87,125+24.5% | $108,4100% | $86,799+24.9% |
| Participation rate | 81.4% | 80.5%+0.8pp | 80.1%+1.2pp | 72.3%+9.1pp |
| Annual return | 17.23% | 25.21%-8.0pp | 905.27%-888.0pp | 97.91%-80.7pp |
| Employer contribution / active EE | $575 | $2,477-76.8% | $3,558-83.9% | $2,405-76.1% |
| Participant deferral / active EE | $2,853 | $6,944-58.9% | $6,563-56.5% | $4,131-30.9% |
| Admin fee / account holder | $0 | $130-100.0% | $7,295-100.0% | $170-100.0% |