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 | $62,162 | $93,182-33.3% | $146,665-57.6% | $79,386-21.7% |
| Participation rate | 99.3% | 76.4%+22.9pp | 80.1%+19.3pp | 70.7%+28.6pp |
| Annual return | 20.69% | 21.61%-0.9pp | 22.74%-2.1pp | 116.85%-96.2pp |
| Employer contribution / active EE | $4 | $2,420-99.8% | $4,136-99.9% | $2,427-99.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |