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 | $46,923 | $45,031+4.2% | $84,966-44.8% | $77,643-39.6% |
| Participation rate | 93.6% | 48.7%+44.9pp | 67.5%+26.1pp | 70.6%+23.1pp |
| Annual return | 15.76% | 79.22%-63.5pp | 66.38%-50.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $39 | $1,609-97.5% | $2,727-98.6% | $2,726-98.6% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-100.0% |