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 8-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 | $131,090 | $65,435+100.3% | $86,677+51.2% | $66,914+95.9% |
| Participation rate | 98.5% | 75.5%+23.1pp | 76.6%+21.9pp | 69.8%+28.7pp |
| Annual return | 4.26% | -10.89%+15.1pp | 35.91%-31.6pp | 1.58%+2.7pp |
| Employer contribution / active EE | $673 | $2,153-68.7% | $2,836-76.3% | $2,544-73.5% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-99.9% | $7,493-100.0% | $593-99.9% |