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 | $74,915 | $89,282-16.1% | $94,646-20.8% | $74,419+0.7% |
| Participation rate | 83.5% | 82.4%+1.0pp | 80.8%+2.6pp | 70.7%+12.7pp |
| Annual return | 17.93% | 25.96%-8.0pp | 156.71%-138.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,060 | $3,022-64.9% | $3,672-71.1% | $2,637-59.8% |
| Participant deferral / active EE | $3,874 | $8,425-54.0% | $7,418-47.8% | $4,528-14.4% |
| Admin fee / account holder | $0 | $219-100.0% | $7,231-100.0% | $348-100.0% |