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 | $66,088 | $282,106-76.6% | $172,739-61.7% | - |
| Participation rate | 97.0% | 64.8%+32.1pp | 82.6%+14.3pp | - |
| Annual return | 14.69% | 12.00%+2.7pp | 802.84%-788.2pp | - |
| Employer contribution / active EE | $5,051 | $1,776+184.3% | $5,143-1.8% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $0 | $24,081-100.0% | $13,954-100.0% | - |