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 | $75,184 | $44,473+69.1% | $76,523-1.8% | $55,725+34.9% |
| Participation rate | 96.2% | 51.0%+45.2pp | 68.0%+28.2pp | 70.9%+25.4pp |
| Annual return | 14.85% | -2.01%+16.9pp | -0.27%+15.1pp | 244.93%-230.1pp |
| Employer contribution / active EE | $8,070 | $1,101+632.8% | $2,647+204.9% | $2,078+288.3% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,848-100.0% | $115-100.0% |