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 | $73,544 | $89,652-18.0% | $141,162-47.9% | $65,185+12.8% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 26.35% | 32.79%-6.4pp | 71.39%-45.0pp | 29.38%-3.0pp |
| Employer contribution / active EE | $1,341 | $3,065-56.2% | $4,735-71.7% | $2,177-38.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $569-99.4% | $10,261-100.0% | $847-99.6% |