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 | $154,582 | $80,177+92.8% | $123,892+24.8% | $57,658+168.1% |
| Participation rate | 90.0% | 74.4%+15.6pp | 81.4%+8.6pp | 70.2%+19.8pp |
| Annual return | 24.91% | 17.90%+7.0pp | 47.52%-22.6pp | 5.13%+19.8pp |
| Employer contribution / active EE | $4,979 | $2,913+70.9% | $4,617+7.8% | $1,974+152.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |