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 | $39,608 | $84,936-53.4% | $111,297-64.4% | $79,386-50.1% |
| Participation rate | 99.1% | 75.9%+23.3pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 41.65% | 17.45%+24.2pp | 54.65%-13.0pp | 116.85%-75.2pp |
| Employer contribution / active EE | $253 | $1,979-87.2% | $2,731-90.7% | $2,427-89.6% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |