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 | $31,603 | $44,642-29.2% | $91,220-65.4% | $66,914-52.8% |
| Participation rate | 76.2% | 64.9%+11.3pp | 73.2%+3.0pp | 69.8%+6.4pp |
| Annual return | -16.62% | -12.29%-4.3pp | 114.01%-130.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $294 | $1,706-82.8% | $2,850-89.7% | $2,544-88.5% |
| Participant deferral / active EE | $1,743 | $3,349-48.0% | $4,234-58.8% | $4,237-58.9% |
| Admin fee / account holder | $20 | $521-96.2% | $5,420-99.6% | $593-96.7% |