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 | $107,164 | $55,449+93.3% | $83,848+27.8% | $56,287+90.4% |
| Participation rate | 96.9% | 68.0%+28.9pp | 76.1%+20.8pp | 69.9%+27.1pp |
| Annual return | 20.66% | -1.38%+22.0pp | 850.88%-830.2pp | -9.96%+30.6pp |
| Employer contribution / active EE | $14,758 | $2,430+507.2% | $3,631+306.5% | $2,111+599.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |