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 | $41,000 | $66,601-38.4% | $92,893-55.9% | $67,579-39.3% |
| Participation rate | 99.4% | 72.5%+26.9pp | 76.0%+23.4pp | 71.3%+28.1pp |
| Annual return | 58.73% | 92.58%-33.8pp | 109.41%-50.7pp | 378.56%-319.8pp |
| Employer contribution / active EE | $9,216 | $2,775+232.1% | $3,653+152.3% | $2,148+329.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |