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 9-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 | $32,416 | $79,428-59.2% | $106,548-69.6% | $79,386-59.2% |
| Participation rate | 98.3% | 74.1%+24.2pp | 76.1%+22.2pp | 70.7%+27.6pp |
| Annual return | 729.08% | 18.27%+710.8pp | 26.80%+702.3pp | 116.85%+612.2pp |
| Employer contribution / active EE | $2,636 | $2,234+18.0% | $2,819-6.5% | $2,427+8.6% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |