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 | $66,982 | $75,388-11.2% | $123,544-45.8% | $55,725+20.2% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.3%+15.0pp | 70.9%+26.4pp |
| Annual return | -1.12% | 4.48%-5.6pp | 119.20%-120.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $3,934 | $3,063+28.4% | $4,628-15.0% | $2,078+89.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |