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 | $64,320 | $62,267+3.3% | $110,238-41.7% | $55,725+15.4% |
| Participation rate | 99.5% | 78.1%+21.4pp | 79.8%+19.7pp | 70.9%+28.6pp |
| Annual return | 167.09% | -1.07%+168.2pp | 314.74%-147.6pp | 244.93%-77.8pp |
| Employer contribution / active EE | $2,016 | $1,941+3.9% | $3,826-47.3% | $2,078-3.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |