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 5-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 | $62,808 | $50,898+23.4% | $171,082-63.3% | $55,167+13.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 76.7%+23.3pp | 69.0%+31.0pp |
| Annual return | 14.03% | 15.34%-1.3pp | 32.56%-18.5pp | 169.23%-155.2pp |
| Employer contribution / active EE | $5,240 | $1,433+265.6% | $4,002+30.9% | $1,963+167.0% |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,797-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |