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 | $34,657 | $83,884-58.7% | $64,056-45.9% | $74,419-53.4% |
| Participation rate | 98.5% | 76.6%+21.9pp | 72.3%+26.2pp | 70.7%+27.7pp |
| Annual return | 14.71% | 16.57%-1.9pp | 33.69%-19.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $1,112 | $3,084-63.9% | $2,747-59.5% | $2,637-57.8% |
| Participant deferral / active EE | $1,703 | $3,692-53.9% | $3,880-56.1% | $4,528-62.4% |
| Admin fee / account holder | $0 | $196-99.9% | $3,068-100.0% | $348-99.9% |