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 | $72,794 | $23,224+213.4% | $71,086+2.4% | $55,725+30.6% |
| Participation rate | 100.0% | 37.9%+62.1pp | 54.7%+45.3pp | 70.9%+29.1pp |
| Annual return | -1.13% | -2.87%+1.7pp | 650.59%-651.7pp | 244.93%-246.1pp |
| Employer contribution / active EE | $8,447 | $436+1836.6% | $1,088+676.6% | $2,078+306.5% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,874-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |