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 8-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 | $21,892 | $56,443-61.2% | $83,848-73.9% | $55,725-60.7% |
| Participation rate | 99.6% | 72.0%+27.6pp | 76.1%+23.5pp | 70.9%+28.7pp |
| Annual return | 0.00% | 393.67%-393.7pp | 850.88%-850.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $10,767 | $2,682+301.5% | $3,631+196.6% | $2,078+418.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |