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 | $62,561 | $43,550+43.7% | $63,517-1.5% | $52,331+19.6% |
| Participation rate | 93.6% | 65.7%+27.9pp | 71.0%+22.5pp | 68.1%+25.5pp |
| Annual return | 0.00% | 2.03%-2.0pp | -70.30%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $489 | $1,351-63.8% | $2,322-78.9% | $1,882-74.0% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $5,892-100.0% | $592-100.0% |