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 | $66,034 | $52,639+25.4% | $185,117-64.3% | $62,292+6.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 40.27% | 19.57%+20.7pp | 40.50%-0.2pp | 28.90%+11.4pp |
| Employer contribution / active EE | $11,655 | $1,483+686.1% | $4,182+178.7% | $2,042+470.7% |
| Participant deferral / active EE | $0 | $3,097-100.0% | $5,045-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |