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 7-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 | $30,460 | $71,802-57.6% | $133,980-77.3% | $57,658-47.2% |
| Participation rate | 97.8% | 85.5%+12.3pp | 87.1%+10.7pp | 70.2%+27.6pp |
| Annual return | 24.70% | 13.51%+11.2pp | 29.30%-4.6pp | 5.13%+19.6pp |
| Employer contribution / active EE | $4,118 | $3,161+30.3% | $5,211-21.0% | $1,974+108.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |