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 | $89,519 | $121,341-26.2% | $189,513-52.8% | $79,386+12.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.75% | 21.08%-6.3pp | 555.15%-540.4pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,118 | $3,915-71.4% | $6,162-81.9% | $2,427-53.9% |
| Participant deferral / active EE | $3,833 | $6,395-40.1% | $8,221-53.4% | $4,046-5.3% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |