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 10-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 | $42,701 | $60,989-30.0% | $60,874-29.9% | $66,914-36.2% |
| Participation rate | 96.0% | 74.5%+21.5pp | 73.1%+22.9pp | 69.8%+26.2pp |
| Annual return | -14.73% | -9.60%-5.1pp | 16.90%-31.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,406 | $2,661+28.0% | $2,701+26.1% | $2,544+33.9% |
| Participant deferral / active EE | $743 | $3,615-79.5% | $3,817-80.5% | $4,237-82.5% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |