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 | $70,574 | $88,324-20.1% | $115,037-38.7% | $55,191+27.9% |
| Participation rate | 97.0% | 72.5%+24.5pp | 81.4%+15.7pp | 69.2%+27.9pp |
| Annual return | 5.79% | 6.30%-0.5pp | 26.14%-20.4pp | 10.78%-5.0pp |
| Employer contribution / active EE | $4,156 | $2,805+48.2% | $4,608-9.8% | $1,899+118.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |