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 | $43,271 | $40,385+7.1% | $80,569-46.3% | $74,419-41.9% |
| Participation rate | 92.3% | 47.4%+44.9pp | 67.0%+25.3pp | 70.7%+21.6pp |
| Annual return | 38.89% | 164.85%-126.0pp | 935.43%-896.5pp | 34.38%+4.5pp |
| Employer contribution / active EE | $38 | $1,496-97.5% | $2,723-98.6% | $2,637-98.6% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,377-100.0% | $348-100.0% |