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 | $67,036 | $62,586+7.1% | $76,768-12.7% | $64,186+4.4% |
| Participation rate | 98.8% | 72.8%+26.0pp | 77.0%+21.9pp | 69.6%+29.3pp |
| Annual return | 0.95% | -1.95%+2.9pp | 2.43%-1.5pp | 7.63%-6.7pp |
| Employer contribution / active EE | $6,670 | $1,832+264.1% | $2,485+168.4% | $2,381+180.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |