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 6-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 | $30,457 | $92,971-67.2% | $96,683-68.5% | $74,419-59.1% |
| Participation rate | 98.8% | 71.5%+27.2pp | 74.3%+24.4pp | 70.7%+28.1pp |
| Annual return | 70.05% | 37.49%+32.6pp | 35.69%+34.4pp | 34.38%+35.7pp |
| Employer contribution / active EE | $373 | $3,426-89.1% | $3,737-90.0% | $2,637-85.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |