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.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,746 | $61,272+195.0% | $149,673+20.8% | $71,457+152.9% |
| Participation rate | 80.0% | 62.5%+17.5pp | 78.8%+1.2pp | 67.9%+12.1pp |
| Annual return | 19.90% | 35.85%-16.0pp | 134.42%-114.5pp | 28.85%-8.9pp |
| Employer contribution / active EE | $13,793 | $2,378+479.9% | $4,818+186.3% | $2,588+433.0% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |