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 8-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 | $105,923 | $53,925+96.4% | $75,670+40.0% | $69,631+52.1% |
| Participation rate | 98.4% | 71.2%+27.2pp | 72.3%+26.1pp | 70.7%+27.7pp |
| Annual return | 0.00% | 17.84%-17.8pp | 27.34%-27.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $809 | $1,802-55.1% | $2,352-65.6% | $2,032-60.2% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $4 | $97-95.9% | $5,800-99.9% | $110-96.4% |