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 6-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 | $61,276 | $78,419-21.9% | $133,956-54.3% | $73,409-16.5% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.8%+19.9pp | 72.2%+27.6pp |
| Annual return | 422.15% | 33.35%+388.8pp | 45.09%+377.1pp | 59.29%+362.9pp |
| Employer contribution / active EE | $8,912 | $2,044+336.1% | $3,919+127.4% | $2,234+299.0% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1 | $161-99.1% | $8,927-100.0% | $158-99.1% |