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 | $197,247 | $54,229+263.7% | $70,092+181.4% | $68,494+188.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 31.09% | -13.87%+45.0pp | 190.73%-159.6pp | -7.84%+38.9pp |
| Employer contribution / active EE | $20 | $2,018-99.0% | $2,559-99.2% | $2,596-99.2% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,694-100.0% | $6,267-100.0% | $5,403-100.0% |