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.
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 | $182,441 | $86,944+109.8% | $107,525+69.7% | $74,304+145.5% |
| Participation rate | 98.2% | 59.6%+38.7pp | 75.1%+23.2pp | 60.3%+37.9pp |
| Annual return | 32.97% | 23.52%+9.5pp | 181.32%-148.3pp | 29.43%+3.5pp |
| Employer contribution / active EE | $640 | $2,757-76.8% | $3,754-82.9% | $2,241-71.4% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |