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 | $34,599 | $82,978-58.3% | $129,995-73.4% | $71,457-51.6% |
| Participation rate | 80.3% | 74.1%+6.2pp | 78.5%+1.8pp | 67.9%+12.4pp |
| Annual return | 16.02% | 20.60%-4.6pp | -137.18%+153.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,799 | $2,622-31.4% | $4,320-58.4% | $2,588-30.5% |
| Participant deferral / active EE | $1,592 | $4,432-64.1% | $5,820-72.7% | $4,289-62.9% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |