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 | $30,586 | $107,378-71.5% | $108,579-71.8% | $57,658-47.0% |
| Participation rate | 98.6% | 77.1%+21.4pp | 79.6%+19.0pp | 70.2%+28.3pp |
| Annual return | 188.63% | 12.80%+175.8pp | -51.70%+240.3pp | 5.13%+183.5pp |
| Employer contribution / active EE | $2,998 | $1,782+68.3% | $3,758-20.2% | $1,974+51.9% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |