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 | $61,894 | $58,083+6.6% | $80,019-22.7% | $56,287+10.0% |
| Participation rate | 99.5% | 73.6%+25.9pp | 75.8%+23.7pp | 69.9%+29.7pp |
| Annual return | 5.15% | 34.61%-29.5pp | 11.22%-6.1pp | -9.96%+15.1pp |
| Employer contribution / active EE | $2,637 | $1,932+36.5% | $2,468+6.8% | $2,111+24.9% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |