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 | $42,060 | $50,972-17.5% | $88,538-52.5% | $72,985-42.4% |
| Participation rate | 98.7% | 63.4%+35.3pp | 68.7%+29.9pp | 69.5%+29.2pp |
| Annual return | 134.90% | 29.62%+105.3pp | 43.64%+91.3pp | 81.00%+53.9pp |
| Employer contribution / active EE | $12,451 | $1,475+744.4% | $2,098+493.4% | $2,440+410.3% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,914-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $3,230-100.0% | $4,310-100.0% | $5,124-100.0% |