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 | $163,782 | $78,419+108.9% | $133,956+22.3% | $73,409+123.1% |
| Participation rate | 99.5% | 78.6%+20.9pp | 79.8%+19.6pp | 72.2%+27.3pp |
| Annual return | 21.32% | 33.35%-12.0pp | 45.09%-23.8pp | 59.29%-38.0pp |
| Employer contribution / active EE | $11,455 | $2,044+460.5% | $3,919+192.3% | $2,234+412.8% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |