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 | $217,612 | $98,727+120.4% | $113,168+92.3% | $85,563+154.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 16.76% | 17.43%-0.7pp | 24.27%-7.5pp | 31.51%-14.8pp |
| Employer contribution / active EE | $7,814 | $2,907+168.8% | $2,975+162.6% | $2,654+194.5% |
| Participant deferral / active EE | $1,413 | $5,424-74.0% | $5,107-72.3% | $4,375-67.7% |
| Admin fee / account holder | $47 | $357-86.7% | $12,068-99.6% | $834-94.3% |