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 | $31,807 | $51,315-38.0% | $95,745-66.8% | $71,457-55.5% |
| Participation rate | 80.1% | 63.0%+17.1pp | 72.3%+7.9pp | 67.9%+12.2pp |
| Annual return | 16.57% | 25.26%-8.7pp | 28.35%-11.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $291 | $1,819-84.0% | $2,835-89.7% | $2,588-88.8% |
| Participant deferral / active EE | $1,731 | $3,358-48.5% | $4,245-59.2% | $4,289-59.6% |
| Admin fee / account holder | $63 | $1,137-94.5% | $5,678-98.9% | $1,587-96.1% |