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 3-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 | $2,266 | $20,316-88.8% | $66,042-96.6% | $74,304-96.9% |
| Participation rate | 77.0% | 62.8%+14.2pp | 67.5%+9.5pp | 60.3%+16.7pp |
| Annual return | 19.37% | 28.10%-8.7pp | 52.11%-32.7pp | 29.43%-10.1pp |
| Employer contribution / active EE | $180 | $745-75.8% | $1,579-88.6% | $2,241-92.0% |
| Participant deferral / active EE | $874 | $1,615-45.9% | $2,835-69.2% | $3,767-76.8% |
| Admin fee / account holder | $12 | $1,668-99.3% | $5,747-99.8% | $2,969-99.6% |