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 | $14,324 | $37,196-61.5% | $154,107-90.7% | $55,725-74.3% |
| Participation rate | 98.0% | 64.1%+33.9pp | 83.0%+15.0pp | 70.9%+27.2pp |
| Annual return | 8.24% | 1319.68%-1311.4pp | 735.12%-726.9pp | 244.93%-236.7pp |
| Employer contribution / active EE | $116 | $1,614-92.8% | $5,298-97.8% | $2,078-94.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |