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 | $47,816 | $89,739-46.7% | $149,718-68.1% | $62,292-23.2% |
| Participation rate | 78.0% | 85.1%-7.1pp | 87.1%-9.1pp | 69.5%+8.5pp |
| Annual return | 19.78% | 21.01%-1.2pp | 1501.63%-1481.8pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,092 | $3,233-66.2% | $5,445-80.0% | $2,042-46.6% |
| Participant deferral / active EE | $3,430 | $4,797-28.5% | $6,569-47.8% | $3,169+8.2% |
| Admin fee / account holder | $95 | $551-82.7% | $11,283-99.2% | $479-80.1% |