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 | $43,710 | $40,174+8.8% | $84,015-48.0% | $67,579-35.3% |
| Participation rate | 92.5% | 62.7%+29.8pp | 69.0%+23.5pp | 71.3%+21.2pp |
| Annual return | 24.55% | 25.82%-1.3pp | 71.31%-46.8pp | 378.56%-354.0pp |
| Employer contribution / active EE | $3,694 | $808+357.4% | $1,983+86.2% | $2,148+72.0% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |