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 | $41,896 | $104,475-59.9% | $159,436-73.7% | $79,386-47.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.95% | 67.95%-54.0pp | 263.57%-249.6pp | 116.85%-102.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,980 | $6,467-69.4% | $7,352-73.1% | $4,046-51.1% |
| Admin fee / account holder | $3 | $711-99.6% | $10,799-100.0% | $626-99.6% |