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 8-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 | $81,725 | $79,523+2.8% | $140,016-41.6% | $56,287+45.2% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.2pp |
| Annual return | 11.98% | 2.39%+9.6pp | 651.12%-639.1pp | -9.96%+21.9pp |
| Employer contribution / active EE | $1,852 | $3,350-44.7% | $5,606-67.0% | $2,111-12.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $614-98.7% | $10,705-99.9% | $521-98.4% |