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 9-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 | $36,132 | $54,573-33.8% | $90,951-60.3% | $73,488-50.8% |
| Participation rate | 99.4% | 61.2%+38.3pp | 69.0%+30.4pp | 70.7%+28.7pp |
| Annual return | 86.07% | 16.69%+69.4pp | 134.60%-48.5pp | 28.51%+57.6pp |
| Employer contribution / active EE | $1,703 | $991+71.8% | $2,122-19.7% | $2,270-25.0% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |