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 | $53,610 | $58,083-7.7% | $80,019-33.0% | $56,287-4.8% |
| Participation rate | 99.2% | 73.6%+25.5pp | 75.8%+23.3pp | 69.9%+29.3pp |
| Annual return | 6.21% | 34.61%-28.4pp | 11.22%-5.0pp | -9.96%+16.2pp |
| Employer contribution / active EE | $2,118 | $1,932+9.6% | $2,468-14.2% | $2,111+0.3% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |