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 | $80,408 | $81,537-1.4% | $149,718-46.3% | $69,631+15.5% |
| Participation rate | 70.2% | 86.1%-15.9pp | 87.1%-16.8pp | 70.7%-0.5pp |
| Annual return | 18.72% | 22.79%-4.1pp | 1501.63%-1482.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $10,796 | $4,994+116.2% | $6,569+64.4% | $3,224+234.9% |
| Admin fee / account holder | $4 | $107-96.2% | $11,283-100.0% | $110-96.3% |