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 | $104,707 | $100,801+3.9% | $149,696-30.1% | $73,409+42.6% |
| Participation rate | 83.8% | 77.7%+6.1pp | 82.5%+1.3pp | 72.2%+11.6pp |
| Annual return | 41.34% | 265.34%-224.0pp | 276.60%-235.3pp | 59.29%-17.9pp |
| Employer contribution / active EE | $2,817 | $3,312-14.9% | $4,644-39.3% | $2,234+26.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |