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 7-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 | $34,479 | $79,013-56.4% | $100,391-65.7% | $74,495-53.7% |
| Participation rate | 92.0% | 79.5%+12.5pp | 81.5%+10.5pp | 67.2%+24.8pp |
| Annual return | 17.76% | 20.41%-2.7pp | 49.20%-31.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $74 | $3,021-97.6% | $3,942-98.1% | $2,623-97.2% |
| Participant deferral / active EE | $9,063 | $7,760+16.8% | $8,082+12.1% | $4,346+108.5% |
| Admin fee / account holder | $30 | $1,320-97.7% | $7,899-99.6% | $1,942-98.4% |