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 | $32,437 | $79,124-59.0% | $60,874-46.7% | $64,808-49.9% |
| Participation rate | 97.6% | 77.7%+19.9pp | 73.1%+24.5pp | 71.5%+26.2pp |
| Annual return | -11.00% | -7.13%-3.9pp | 16.90%-27.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $1,101 | $3,050-63.9% | $2,701-59.3% | $2,506-56.1% |
| Participant deferral / active EE | $1,391 | $3,725-62.7% | $3,817-63.6% | $4,310-67.7% |
| Admin fee / account holder | $0 | $106-99.8% | $3,224-100.0% | $188-99.9% |