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 9-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 | $20,240 | $59,839-66.2% | $81,983-75.3% | $79,858-74.7% |
| Participation rate | 90.5% | 61.6%+28.9pp | 69.2%+21.2pp | 69.6%+20.8pp |
| Annual return | 14.56% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.2pp |
| Employer contribution / active EE | $798 | $1,713-53.4% | $2,498-68.1% | $2,471-67.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $277 | $4,287-93.5% | $5,664-95.1% | $5,306-94.8% |