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 | $32,998 | $56,423-41.5% | $77,163-57.2% | $71,457-53.8% |
| Participation rate | 94.7% | 64.3%+30.4pp | 69.6%+25.1pp | 67.9%+26.8pp |
| Annual return | 16.42% | 19.05%-2.6pp | 37.87%-21.5pp | 28.85%-12.4pp |
| Employer contribution / active EE | $358 | $1,866-80.8% | $2,535-85.9% | $2,588-86.2% |
| Participant deferral / active EE | $1,771 | $3,142-43.6% | $3,833-53.8% | $4,289-58.7% |
| Admin fee / account holder | $11 | $1,429-99.2% | $5,472-99.8% | $1,587-99.3% |