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 | $23,491 | $51,197-54.1% | $82,719-71.6% | $66,914-64.9% |
| Participation rate | 97.3% | 67.8%+29.4pp | 72.6%+24.7pp | 69.8%+27.5pp |
| Annual return | -0.61% | -9.64%+9.0pp | 701.18%-701.8pp | 1.58%-2.2pp |
| Employer contribution / active EE | $3,461 | $2,611+32.6% | $3,009+15.0% | $2,544+36.0% |
| Participant deferral / active EE | $156 | $3,458-95.5% | $4,395-96.5% | $4,237-96.3% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |