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 7-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 | $61,731 | $106,028-41.8% | $146,958-58.0% | $77,643-20.5% |
| Participation rate | 79.8% | 78.4%+1.4pp | 82.2%-2.4pp | 70.6%+9.2pp |
| Annual return | 22.83% | 56.73%-33.9pp | 418.34%-395.5pp | 31.24%-8.4pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $17,482 | $7,990+118.8% | $8,070+116.6% | $4,647+276.2% |
| Admin fee / account holder | $8 | $337-97.6% | $12,998-99.9% | $430-98.1% |