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 | $216,051 | $84,487+155.7% | $125,339+72.4% | $66,914+222.9% |
| Participation rate | 96.2% | 76.4%+19.7pp | 82.4%+13.8pp | 69.8%+26.4pp |
| Annual return | -7.07% | -8.39%+1.3pp | 572.05%-579.1pp | 1.58%-8.6pp |
| Employer contribution / active EE | $501 | $3,553-85.9% | $4,814-89.6% | $2,544-80.3% |
| Participant deferral / active EE | $10,628 | $6,781+56.7% | $7,446+42.7% | $4,237+150.8% |
| Admin fee / account holder | $28 | $685-95.9% | $10,010-99.7% | $593-95.2% |