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 | $231,621 | $58,101+298.7% | $118,925+94.8% | $73,409+215.5% |
| Participation rate | 99.3% | 56.1%+43.2pp | 75.4%+23.9pp | 72.2%+27.1pp |
| Annual return | 14.38% | 20.56%-6.2pp | 35.88%-21.5pp | 59.29%-44.9pp |
| Employer contribution / active EE | $6,059 | $1,445+319.3% | $3,263+85.7% | $2,234+171.3% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $4,265-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $138-99.7% | $6,581-100.0% | $158-99.7% |