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 | $110,972 | $106,028+4.7% | $146,958-24.5% | $77,643+42.9% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 27.37% | 56.73%-29.4pp | 418.34%-391.0pp | 31.24%-3.9pp |
| Employer contribution / active EE | $1,576 | $4,063-61.2% | $4,933-68.0% | $2,726-42.2% |
| Participant deferral / active EE | $5 | $7,990-99.9% | $8,070-99.9% | $4,647-99.9% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |