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 | $60,864 | $37,196+63.6% | $154,107-60.5% | $55,725+9.2% |
| Participation rate | 98.5% | 64.1%+34.4pp | 83.0%+15.5pp | 70.9%+27.7pp |
| Annual return | 18.50% | 1319.68%-1301.2pp | 735.12%-716.6pp | 244.93%-226.4pp |
| Employer contribution / active EE | $9,676 | $1,614+499.5% | $5,298+82.6% | $2,078+365.6% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |