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 | $230,976 | $52,670+338.5% | $90,404+155.5% | $73,409+214.6% |
| Participation rate | 99.1% | 67.7%+31.5pp | 72.7%+26.4pp | 72.2%+26.9pp |
| Annual return | 11.72% | 20.70%-9.0pp | 1293.02%-1281.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $3,899 | $1,872+108.3% | $3,262+19.5% | $2,234+74.5% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $117-100.0% | $5,611-100.0% | $158-100.0% |