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 | $96,802 | $82,978+16.7% | $129,995-25.5% | $71,457+35.5% |
| Participation rate | 91.1% | 74.1%+17.0pp | 78.5%+12.6pp | 67.9%+23.2pp |
| Annual return | 16.77% | 20.60%-3.8pp | -137.18%+153.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $603 | $2,622-77.0% | $4,320-86.0% | $2,588-76.7% |
| Participant deferral / active EE | $3,338 | $4,432-24.7% | $5,820-42.7% | $4,289-22.2% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |