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 9-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 | $54,872 | $78,275-29.9% | $109,143-49.7% | $86,799-36.8% |
| Participation rate | 99.7% | 73.8%+25.8pp | 75.9%+23.8pp | 72.3%+27.4pp |
| Annual return | 47.05% | 19.14%+27.9pp | 25.75%+21.3pp | 97.91%-50.9pp |
| Employer contribution / active EE | $134 | $3,105-95.7% | $3,722-96.4% | $2,405-94.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |