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 | $25,833 | $67,598-61.8% | $75,886-66.0% | $77,787-66.8% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 36.90% | 23.18%+13.7pp | 30.76%+6.1pp | 32.57%+4.3pp |
| Employer contribution / active EE | $247 | $2,430-89.8% | $2,500-90.1% | $2,504-90.1% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $5,418-100.0% | $100-100.0% |