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.
Employer 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 | $51,859 | $98,982-47.6% | $162,163-68.0% | $65,185-20.4% |
| Participation rate | 90.9% | 85.8%+5.1pp | 87.6%+3.4pp | 70.2%+20.7pp |
| Annual return | 21.78% | 24.84%-3.1pp | 115.59%-93.8pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,040 | $3,467-70.0% | $5,614-81.5% | $2,177-52.2% |
| Participant deferral / active EE | $5,386 | $5,3840% | $7,298-26.2% | $3,514+53.3% |
| Admin fee / account holder | $6 | $596-99.0% | $10,843-99.9% | $847-99.3% |