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 8-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 | $0 | $48,313-100.0% | $73,307-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 74.9%-74.9pp | 68.1%-68.1pp |
| Annual return | 6.99% | 3.85%+3.1pp | 5.67%+1.3pp | 4.54%+2.4pp |
| Employer contribution / active EE | $138 | $1,661-91.7% | $3,237-95.7% | $1,882-92.6% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,991-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $404-100.0% | $5,637-100.0% | $592-100.0% |