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 | $37,176 | $62,723-40.7% | $142,863-74.0% | $86,799-57.2% |
| Participation rate | 98.5% | 62.6%+35.9pp | 71.9%+26.5pp | 72.3%+26.2pp |
| Annual return | 218.45% | 17.62%+200.8pp | 5637.54%-5419.1pp | 97.91%+120.5pp |
| Employer contribution / active EE | $976 | $1,627-40.0% | $4,144-76.4% | $2,405-59.4% |
| Participant deferral / active EE | $413 | $3,039-86.4% | $3,837-89.2% | $4,131-90.0% |
| Admin fee / account holder | $8 | $140-93.9% | $6,560-99.9% | $170-95.0% |