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 3-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 | $78,859 | $95,274-17.2% | $135,903-42.0% | $74,419+6.0% |
| Participation rate | 99.2% | 78.2%+21.1pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 37.45% | 32.77%+4.7pp | 68.23%-30.8pp | 34.38%+3.1pp |
| Employer contribution / active EE | $33 | $3,874-99.1% | $4,856-99.3% | $2,637-98.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |