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 8-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 | $30,732 | $58,879-47.8% | $178,490-82.8% | $73,488-58.2% |
| Participation rate | 96.3% | 66.2%+30.1pp | 81.9%+14.4pp | 70.7%+25.6pp |
| Annual return | 401.59% | 24.86%+376.7pp | 151.07%+250.5pp | 28.51%+373.1pp |
| Employer contribution / active EE | $92 | $2,236-95.9% | $5,011-98.2% | $2,270-96.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |