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 | $91,371 | $80,177+14.0% | $123,892-26.2% | $57,658+58.5% |
| Participation rate | 91.2% | 74.4%+16.8pp | 81.4%+9.8pp | 70.2%+21.0pp |
| Annual return | 10.13% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $3 | $2,913-99.9% | $4,617-99.9% | $1,974-99.9% |
| Participant deferral / active EE | $11,174 | $5,130+117.8% | $5,984+86.7% | $3,061+265.1% |
| Admin fee / account holder | $0 | $106-99.7% | $8,357-100.0% | $95-99.7% |