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 | $150,053 | $58,320+157.3% | $86,436+73.6% | $66,914+124.2% |
| Participation rate | 99.2% | 78.6%+20.7pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -15.91% | -9.71%-6.2pp | 4394.89%-4410.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $10,898 | $2,615+316.7% | $3,769+189.2% | $2,544+328.4% |
| Participant deferral / active EE | $2,208 | $6,899-68.0% | $6,952-68.2% | $4,237-47.9% |
| Admin fee / account holder | $14 | $546-97.4% | $6,731-99.8% | $593-97.6% |