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 | $80,826 | $63,114+28.1% | $92,893-13.0% | $65,185+24.0% |
| Participation rate | 99.3% | 68.8%+30.5pp | 76.0%+23.3pp | 70.2%+29.1pp |
| Annual return | 212.60% | 28.75%+183.8pp | 109.41%+103.2pp | 29.38%+183.2pp |
| Employer contribution / active EE | $2,671 | $2,571+3.9% | $3,653-26.9% | $2,177+22.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |