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 | $39,978 | $73,360-45.5% | $177,989-77.5% | $74,495-46.3% |
| Participation rate | 75.9% | 66.6%+9.3pp | 77.1%-1.1pp | 67.2%+8.7pp |
| Annual return | 13.41% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,062 | $2,216+38.1% | $3,949-22.5% | $2,623+16.7% |
| Participant deferral / active EE | $1,248 | $4,513-72.4% | $6,276-80.1% | $4,346-71.3% |
| Admin fee / account holder | $0 | $1,808-100.0% | $10,363-100.0% | $1,942-100.0% |