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 | $79,009 | $57,921+36.4% | $84,750-6.8% | $57,658+37.0% |
| Participation rate | 99.0% | 72.9%+26.0pp | 76.6%+22.4pp | 70.2%+28.7pp |
| Annual return | 48.60% | 10.24%+38.4pp | 22.78%+25.8pp | 5.13%+43.5pp |
| Employer contribution / active EE | $341 | $2,598-86.9% | $3,574-90.5% | $1,974-82.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |