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 9-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 | $213,737 | $50,199+325.8% | $70,092+204.9% | $66,914+219.4% |
| Participation rate | 78.1% | 66.3%+11.8pp | 70.5%+7.6pp | 69.8%+8.3pp |
| Annual return | -3.53% | -13.85%+10.3pp | 190.73%-194.3pp | 1.58%-5.1pp |
| Employer contribution / active EE | $2,005 | $1,864+7.5% | $2,559-21.7% | $2,544-21.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $593-100.0% |