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 | $162,894 | $25,979+527.0% | $71,735+127.1% | $68,494+137.8% |
| Participation rate | 98.8% | 54.5%+44.3pp | 62.3%+36.5pp | 67.9%+30.9pp |
| Annual return | 12.32% | -15.10%+27.4pp | 9.14%+3.2pp | -7.84%+20.2pp |
| Employer contribution / active EE | $14,146 | $900+1471.1% | $1,704+730.2% | $2,596+444.9% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,658-100.0% | $4,027-100.0% |
| Admin fee / account holder | $60 | $2,022-97.0% | $3,974-98.5% | $5,403-98.9% |