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 | $86,162 | $75,388+14.3% | $123,544-30.3% | $55,725+54.6% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.3%+16.7pp | 70.9%+28.1pp |
| Annual return | -5.08% | 4.48%-9.6pp | 119.20%-124.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $988 | $3,063-67.8% | $4,628-78.7% | $2,078-52.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |