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 3-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 | $48,485 | $88,634-45.3% | $101,326-52.1% | $74,304-34.7% |
| Participation rate | 96.1% | 76.9%+19.2pp | 81.5%+14.6pp | 60.3%+35.7pp |
| Annual return | 27.53% | 33.10%-5.6pp | 36.82%-9.3pp | 29.43%-1.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,348 | $7,322+68.6% | $7,994+54.5% | $3,767+227.8% |
| Admin fee / account holder | $0 | $2,425-100.0% | $11,185-100.0% | $2,969-100.0% |