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 | $106,130 | $93,182+13.9% | $146,665-27.6% | $79,386+33.7% |
| Participation rate | 80.9% | 76.4%+4.4pp | 80.1%+0.8pp | 70.7%+10.2pp |
| Annual return | 51.78% | 21.61%+30.2pp | 22.74%+29.0pp | 116.85%-65.1pp |
| Employer contribution / active EE | $252 | $2,420-89.6% | $4,136-93.9% | $2,427-89.6% |
| Participant deferral / active EE | $2,335 | $4,169-44.0% | $5,506-57.6% | $4,046-42.3% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |