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 | $19,492 | $44,103-55.8% | $75,826-74.3% | $64,186-69.6% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | 52.38% | -4.72%+57.1pp | 1914.15%-1861.8pp | 7.63%+44.7pp |
| Employer contribution / active EE | $1,234 | $1,446-14.6% | $1,913-35.5% | $2,381-48.2% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $2,862-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,506-100.0% | $4,726-100.0% | $4,888-100.0% |