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 | $54,482 | $71,142-23.4% | $119,609-54.4% | $64,808-15.9% |
| Participation rate | 97.5% | 78.6%+18.9pp | 79.3%+18.2pp | 71.5%+26.0pp |
| Annual return | -4.64% | -10.01%+5.4pp | -14.97%+10.3pp | 32.82%-37.5pp |
| Employer contribution / active EE | $1,618 | $2,497-35.2% | $4,232-61.8% | $2,506-35.4% |
| Participant deferral / active EE | $1,759 | $4,490-60.8% | $5,602-68.6% | $4,310-59.2% |
| Admin fee / account holder | $162 | $162+0.2% | $10,323-98.4% | $188-13.5% |