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 4-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 | $130,612 | $61,156+113.6% | $185,823-29.7% | $79,386+64.5% |
| Participation rate | 97.1% | 66.6%+30.4pp | 81.7%+15.4pp | 70.7%+26.4pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.05%-122.1pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,538 | $2,321+9.4% | $5,167-50.9% | $2,427+4.6% |
| Participant deferral / active EE | $381 | $2,789-86.3% | $5,568-93.2% | $4,046-90.6% |
| Admin fee / account holder | -$12 | $710-101.7% | $16,237-100.1% | $626-101.9% |