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 | $32,090 | $34,677-7.5% | $77,024-58.3% | $64,808-50.5% |
| Participation rate | 95.2% | 49.8%+45.4pp | 67.9%+27.3pp | 71.5%+23.7pp |
| Annual return | 12.39% | -5.33%+17.7pp | 42.32%-29.9pp | 32.82%-20.4pp |
| Employer contribution / active EE | $37 | $1,370-97.3% | $2,812-98.7% | $2,506-98.5% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $5,425-100.0% | $188-100.0% |