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 | $35,513 | $65,435-45.7% | $86,677-59.0% | $66,914-46.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.37% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $621 | $2,153-71.2% | $2,836-78.1% | $2,544-75.6% |
| Participant deferral / active EE | $6,021 | $4,100+46.8% | $4,656+29.3% | $4,237+42.1% |
| Admin fee / account holder | $212 | $642-66.9% | $7,493-97.2% | $593-64.2% |