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 | $76,579 | $28,416+169.5% | $73,545+4.1% | $69,631+10.0% |
| Participation rate | 99.2% | 38.3%+60.8pp | 54.9%+44.2pp | 70.7%+28.5pp |
| Annual return | 15.29% | -694.13%+709.4pp | -15.16%+30.5pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $4,516 | $430+949.0% | $1,219+270.4% | $2,032+122.2% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,806-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |