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 | $65,385 | $84,936-23.0% | $111,297-41.3% | $79,386-17.6% |
| Participation rate | 91.3% | 75.9%+15.5pp | 77.3%+14.0pp | 70.7%+20.6pp |
| Annual return | 22.22% | 17.45%+4.8pp | 54.65%-32.4pp | 116.85%-94.6pp |
| Employer contribution / active EE | $570 | $1,979-71.2% | $2,731-79.1% | $2,427-76.5% |
| Participant deferral / active EE | $3,028 | $3,888-22.1% | $4,487-32.5% | $4,046-25.1% |
| Admin fee / account holder | $252 | $537-53.2% | $7,964-96.8% | $626-59.8% |