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 | $110,558 | $75,388+46.7% | $123,544-10.5% | $55,725+98.4% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.3%+16.6pp | 70.9%+28.0pp |
| Annual return | 88.20% | 4.48%+83.7pp | 119.20%-31.0pp | 244.93%-156.7pp |
| Employer contribution / active EE | $10,066 | $3,063+228.6% | $4,628+117.5% | $2,078+384.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |