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 | $170,903 | $62,267+174.5% | $110,238+55.0% | $55,725+206.7% |
| Participation rate | 98.7% | 78.1%+20.6pp | 79.8%+18.9pp | 70.9%+27.9pp |
| Annual return | 6.51% | -1.07%+7.6pp | 314.74%-308.2pp | 244.93%-238.4pp |
| Employer contribution / active EE | $4,141 | $1,941+113.3% | $3,826+8.2% | $2,078+99.3% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $13 | $121-89.6% | $8,547-99.9% | $115-89.1% |