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 | $30,633 | $80,724-62.1% | $103,333-70.4% | $74,495-58.9% |
| Participation rate | 81.2% | 65.7%+15.5pp | 74.5%+6.7pp | 67.2%+14.0pp |
| Annual return | 16.87% | 27.56%-10.7pp | 24.88%-8.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $757 | $3,157-76.0% | $3,868-80.4% | $2,623-71.1% |
| Participant deferral / active EE | $2,741 | $3,860-29.0% | $5,057-45.8% | $4,346-36.9% |
| Admin fee / account holder | $157 | $2,368-93.4% | $8,355-98.1% | $1,942-91.9% |