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 | $35,144 | $71,666-51.0% | $117,854-70.2% | $69,631-49.5% |
| Participation rate | 99.0% | 77.5%+21.4pp | 79.7%+19.3pp | 70.7%+28.3pp |
| Annual return | 15.40% | 18.86%-3.5pp | 335.08%-319.7pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $871 | $1,889-53.9% | $3,786-77.0% | $2,032-57.1% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |