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 | $85,778 | $60,989+40.6% | $60,874+40.9% | $66,914+28.2% |
| Participation rate | 89.8% | 74.5%+15.4pp | 73.1%+16.7pp | 69.8%+20.0pp |
| Annual return | -9.58% | -9.60%0pp | 16.90%-26.5pp | 1.58%-11.2pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,966 | $3,615-45.6% | $3,817-48.5% | $4,237-53.6% |
| Admin fee / account holder | $40 | $338-88.1% | $3,224-98.8% | $593-93.2% |