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 | $218,735 | $56,443+287.5% | $83,848+160.9% | $55,725+292.5% |
| Participation rate | 99.6% | 72.0%+27.6pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | 9.86% | 393.67%-383.8pp | 850.88%-841.0pp | 244.93%-235.1pp |
| Employer contribution / active EE | $5,688 | $2,682+112.1% | $3,631+56.7% | $2,078+173.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |