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 8-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 | $235,390 | $43,999+435.0% | $79,464+196.2% | $55,725+322.4% |
| Participation rate | 99.7% | 66.9%+32.7pp | 73.3%+26.3pp | 70.9%+28.8pp |
| Annual return | 6.65% | 1.81%+4.8pp | 718.14%-711.5pp | 244.93%-238.3pp |
| Employer contribution / active EE | $4,378 | $1,830+139.3% | $2,800+56.4% | $2,078+110.7% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |