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 | $46,510 | $73,004-36.3% | $90,749-48.7% | $68,494-32.1% |
| Participation rate | 98.9% | 70.8%+28.0pp | 75.7%+23.2pp | 67.9%+31.0pp |
| Annual return | -11.61% | -13.81%+2.2pp | -12.16%+0.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $5,682 | $2,193+159.1% | $2,921+94.5% | $2,596+118.8% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |