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 5-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 | $74,671 | $49,138+52.0% | $84,015-11.1% | $65,185+14.6% |
| Participation rate | 96.7% | 60.7%+36.0pp | 69.0%+27.7pp | 70.2%+26.5pp |
| Annual return | 31.28% | 23.00%+8.3pp | 71.31%-40.0pp | 29.38%+1.9pp |
| Employer contribution / active EE | $989 | $914+8.2% | $1,983-50.1% | $2,177-54.6% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5 | $543-99.1% | $6,101-99.9% | $847-99.4% |