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 | $195,002 | $66,302+194.1% | $110,238+76.9% | $56,287+246.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 2.05% | -1.18%+3.2pp | 314.74%-312.7pp | -9.96%+12.0pp |
| Employer contribution / active EE | $22,065 | $2,047+977.8% | $3,826+476.6% | $2,111+945.2% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $698-99.8% | $8,547-100.0% | $521-99.7% |