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 | $22,243 | $65,061-65.8% | $143,757-84.5% | $66,914-66.8% |
| Participation rate | 80.7% | 65.2%+15.5pp | 80.3%+0.4pp | 69.8%+10.9pp |
| Annual return | -13.71% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,273 | $2,361-46.1% | $4,951-74.3% | $2,544-50.0% |
| Participant deferral / active EE | $758 | $2,919-74.0% | $5,637-86.5% | $4,237-82.1% |
| Admin fee / account holder | $125 | $502-75.2% | $14,673-99.2% | $593-79.0% |