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 | $47,300 | $102,553-53.9% | $151,611-68.8% | $66,914-29.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.03% | -10.82%-4.2pp | 3.33%-18.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $4,881 | $4,180+16.8% | $6,166-20.8% | $2,544+91.9% |
| Participant deferral / active EE | $3,040 | $6,641-54.2% | $8,363-63.7% | $4,237-28.3% |
| Admin fee / account holder | $198 | $630-68.6% | $11,616-98.3% | $593-66.7% |