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 | $112,171 | $88,122+27.3% | $141,162-20.5% | $67,579+66.0% |
| Participation rate | 99.8% | 76.5%+23.4pp | 82.5%+17.3pp | 71.3%+28.5pp |
| Annual return | 45.22% | 75.40%-30.2pp | 71.39%-26.2pp | 378.56%-333.3pp |
| Employer contribution / active EE | $809 | $3,224-74.9% | $4,735-82.9% | $2,148-62.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |