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 | $34,758 | $82,202-57.7% | $125,339-72.3% | $64,808-46.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -11.43% | 3.48%-14.9pp | 572.05%-583.5pp | 32.82%-44.3pp |
| Employer contribution / active EE | $1,940 | $3,615-46.3% | $4,814-59.7% | $2,506-22.6% |
| Participant deferral / active EE | $2,036 | $7,175-71.6% | $7,446-72.7% | $4,310-52.8% |
| Admin fee / account holder | $12 | $163-92.6% | $10,010-99.9% | $188-93.6% |