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 | $25,799 | $39,948-35.4% | $89,391-71.1% | $73,409-64.9% |
| Participation rate | 94.9% | 50.4%+44.4pp | 68.0%+26.9pp | 72.2%+22.7pp |
| Annual return | 47.72% | 50.12%-2.4pp | 245.62%-197.9pp | 59.29%-11.6pp |
| Employer contribution / active EE | $1,457 | $1,200+21.4% | $2,586-43.7% | $2,234-34.8% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |