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 | $99,948 | $88,083+13.5% | $164,813-39.4% | $74,495+34.2% |
| Participation rate | 98.1% | 73.0%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 14.52% | 17.26%-2.7pp | 69.93%-55.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $604 | $2,593-76.7% | $4,341-86.1% | $2,623-77.0% |
| Participant deferral / active EE | $3,108 | $4,498-30.9% | $6,031-48.5% | $4,346-28.5% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |