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 9-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 | $126,892 | $78,275+62.1% | $109,143+16.3% | $86,799+46.2% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.9%+23.8pp | 72.3%+27.4pp |
| Annual return | 31.64% | 19.14%+12.5pp | 25.75%+5.9pp | 97.91%-66.3pp |
| Employer contribution / active EE | $107 | $3,105-96.6% | $3,722-97.1% | $2,405-95.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |