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 | $100,986 | $96,484+4.7% | $156,263-35.4% | $74,304+35.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 13.35% | 17.73%-4.4pp | 59.47%-46.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $605 | $2,528-76.1% | $4,333-86.0% | $2,241-73.0% |
| Participant deferral / active EE | $3,636 | $4,286-15.2% | $6,158-41.0% | $3,767-3.5% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |