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 | $41,179 | $81,537-49.5% | $149,718-72.5% | $69,631-40.9% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.1%+11.9pp | 70.7%+28.3pp |
| Annual return | 35.45% | 22.79%+12.7pp | 1501.63%-1466.2pp | 27571.02%-27535.6pp |
| Employer contribution / active EE | $3,147 | $3,239-2.8% | $5,445-42.2% | $2,032+54.9% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |