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 | $100,088 | $34,492+190.2% | $80,004+25.1% | $55,191+81.3% |
| Participation rate | 98.5% | 62.9%+35.6pp | 73.0%+25.5pp | 69.2%+29.3pp |
| Annual return | 24.53% | 3.50%+21.0pp | 7.63%+16.9pp | 10.78%+13.8pp |
| Employer contribution / active EE | $8,790 | $1,043+742.8% | $2,473+255.5% | $1,899+363.0% |
| Participant deferral / active EE | $0 | $2,104-100.0% | $3,204-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $5,033-100.0% | $91-100.0% |