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 | $118,124 | $123,793-4.6% | $177,821-33.6% | $79,858+47.9% |
| Participation rate | 84.4% | 84.7%-0.3pp | 87.7%-3.3pp | 69.6%+14.7pp |
| Annual return | 14.56% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $170 | $4,095-95.8% | $5,918-97.1% | $2,471-93.1% |
| Participant deferral / active EE | $9,411 | $5,956+58.0% | $7,714+22.0% | $3,740+151.6% |
| Admin fee / account holder | $51 | $7,243-99.3% | $12,427-99.6% | $5,306-99.0% |