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 | $67,561 | $88,507-23.7% | $98,442-31.4% | - |
| Participation rate | 100.0% | 61.4%+38.6pp | 73.3%+26.7pp | - |
| Annual return | 14.43% | 11.96%+2.5pp | 1492.73%-1478.3pp | - |
| Employer contribution / active EE | $1,952 | $1,785+9.4% | $2,960-34.0% | - |
| Participant deferral / active EE | $0 | $2,583-100.0% | $4,276-100.0% | - |
| Admin fee / account holder | $6 | $5,313-99.9% | $5,949-99.9% | - |