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 | $62,206 | $72,607-14.3% | $90,749-31.5% | $66,914-7.0% |
| Participation rate | 99.2% | 73.7%+25.6pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | 2.99% | -12.28%+15.3pp | -12.16%+15.2pp | 1.58%+1.4pp |
| Employer contribution / active EE | $126 | $2,369-94.7% | $2,921-95.7% | $2,544-95.1% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |