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 5-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 | $185,485 | $58,644+216.3% | $178,014+4.2% | $199,768-7.1% |
| Participation rate | 99.1% | 65.5%+33.7pp | 77.1%+22.1pp | 72.0%+27.1pp |
| Annual return | 22.69% | 19.25%+3.4pp | 294.80%-272.1pp | 34.26%-11.6pp |
| Employer contribution / active EE | $294 | $1,801-83.7% | $3,950-92.5% | $3,037-90.3% |
| Participant deferral / active EE | $0 | $4,248-100.0% | $6,276-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $10,362-100.0% | $269-100.0% |