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 | $59,535-100.0% | $90,160-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 24.67% | 23.53%+1.1pp | 34.88%-10.2pp | 28.90%-4.2pp |
| Employer contribution / active EE | $175 | $1,826-90.4% | $3,318-94.7% | $2,042-91.4% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,288-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |