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 | $35,077 | $80,753-56.6% | $136,294-74.3% | $62,292-43.7% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 49.09% | 35.83%+13.3pp | 5155.94%-5106.8pp | 28.90%+20.2pp |
| Employer contribution / active EE | $1,522 | $2,884-47.2% | $4,695-67.6% | $2,042-25.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |