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 | $219,243 | $78,419+179.6% | $133,956+63.7% | $73,409+198.7% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.2pp | 72.2%+26.8pp |
| Annual return | 23.29% | 33.35%-10.1pp | 45.09%-21.8pp | 59.29%-36.0pp |
| Employer contribution / active EE | $2,420 | $2,044+18.4% | $3,919-38.2% | $2,234+8.3% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-99.9% | $8,927-100.0% | $158-99.9% |