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 | $51,729 | $86,225-40.0% | $146,665-64.7% | $86,799-40.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 36.42% | 31.23%+5.2pp | 22.74%+13.7pp | 97.91%-61.5pp |
| Employer contribution / active EE | $1,495 | $2,392-37.5% | $4,136-63.9% | $2,405-37.8% |
| Participant deferral / active EE | $1,576 | $4,245-62.9% | $5,506-71.4% | $4,131-61.9% |
| Admin fee / account holder | $121 | $195-38.2% | $10,280-98.8% | $170-28.8% |