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 | $24,753 | $58,264-57.5% | $86,612-71.4% | $71,457-65.4% |
| Participation rate | 97.6% | 65.0%+32.6pp | 71.7%+25.9pp | 67.9%+29.7pp |
| Annual return | 54.62% | 21.63%+33.0pp | 591.07%-536.5pp | 28.85%+25.8pp |
| Employer contribution / active EE | $223 | $2,574-91.3% | $3,022-92.6% | $2,588-91.4% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |