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 | $105,778 | $93,182+13.5% | $146,665-27.9% | $79,386+33.2% |
| Participation rate | 99.2% | 76.4%+22.7pp | 80.1%+19.1pp | 70.7%+28.5pp |
| Annual return | 18.26% | 21.61%-3.3pp | 22.74%-4.5pp | 116.85%-98.6pp |
| Employer contribution / active EE | $422 | $2,420-82.6% | $4,136-89.8% | $2,427-82.6% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |