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 | $39,300 | $55,002-28.5% | $59,878-34.4% | $56,287-30.2% |
| Participation rate | 97.8% | 75.9%+21.9pp | 74.7%+23.1pp | 69.9%+28.0pp |
| Annual return | -4.97% | 1.13%-6.1pp | 3.46%-8.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $5,085 | $2,448+107.7% | $2,722+86.9% | $2,111+140.9% |
| Participant deferral / active EE | $140 | $3,121-95.5% | $3,402-95.9% | $3,350-95.8% |
| Admin fee / account holder | $245 | $236+4.1% | $3,590-93.2% | $521-52.9% |