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 | $132,136 | $66,310+99.3% | $93,606+41.2% | $65,185+102.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 27.90% | 42.58%-14.7pp | 32.76%-4.9pp | 29.38%-1.5pp |
| Employer contribution / active EE | $11,080 | $2,012+450.7% | $2,718+307.7% | $2,177+409.0% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $18 | $6,897-99.7% | $7,888-99.8% | $847-97.9% |