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 5-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 | $97,775 | $54,573+79.2% | $90,951+7.5% | $73,488+33.0% |
| Participation rate | 97.3% | 61.2%+36.1pp | 69.0%+28.3pp | 70.7%+26.6pp |
| Annual return | 35.30% | 16.69%+18.6pp | 134.60%-99.3pp | 28.51%+6.8pp |
| Employer contribution / active EE | $5,768 | $991+481.8% | $2,122+171.8% | $2,270+154.1% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $521-98.8% | $5,959-99.9% | $513-98.8% |