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 | $144,311 | $57,921+149.2% | $84,750+70.3% | $57,658+150.3% |
| Participation rate | 99.7% | 72.9%+26.7pp | 76.6%+23.1pp | 70.2%+29.4pp |
| Annual return | 10.67% | 10.24%+0.4pp | 22.78%-12.1pp | 5.13%+5.5pp |
| Employer contribution / active EE | $8,367 | $2,598+222.0% | $3,574+134.1% | $1,974+323.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |