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 | $215,332 | $155,795+38.2% | $136,294+58.0% | $69,631+209.2% |
| Participation rate | 86.1% | 75.2%+10.8pp | 81.9%+4.2pp | 70.7%+15.4pp |
| Annual return | 51.79% | 232464.33%-232412.5pp | 5155.94%-5104.1pp | 27571.02%-27519.2pp |
| Employer contribution / active EE | $4,978 | $2,991+66.4% | $4,695+6.0% | $2,032+145.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |