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 | $105,314 | $48,261+118.2% | $68,793+53.1% | $55,725+89.0% |
| Participation rate | 98.9% | 71.0%+27.8pp | 72.2%+26.6pp | 70.9%+28.0pp |
| Annual return | 12.19% | -2.61%+14.8pp | -4.63%+16.8pp | 244.93%-232.7pp |
| Employer contribution / active EE | $2,372 | $1,742+36.1% | $2,625-9.6% | $2,078+14.1% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $126-99.8% | $5,131-100.0% | $115-99.7% |