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 | $49,940 | $88,122-43.3% | $141,162-64.6% | $67,579-26.1% |
| Participation rate | 89.1% | 76.5%+12.6pp | 82.5%+6.6pp | 71.3%+17.8pp |
| Annual return | 21.59% | 75.40%-53.8pp | 71.39%-49.8pp | 378.56%-357.0pp |
| Employer contribution / active EE | $4,211 | $3,224+30.6% | $4,735-11.1% | $2,148+96.0% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |