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 | $109,506 | $62,928+74.0% | $172,739-36.6% | $67,579+62.0% |
| Participation rate | 98.3% | 64.5%+33.8pp | 82.6%+15.6pp | 71.3%+27.0pp |
| Annual return | 63.55% | 30.36%+33.2pp | 802.84%-739.3pp | 378.56%-315.0pp |
| Employer contribution / active EE | $9,913 | $1,636+505.9% | $5,143+92.8% | $2,148+361.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |