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 4-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 | $56,030 | $95,274-41.2% | $135,903-58.8% | $74,419-24.7% |
| Participation rate | 99.8% | 78.2%+21.6pp | 81.9%+17.9pp | 70.7%+29.1pp |
| Annual return | 134.84% | 32.77%+102.1pp | 68.23%+66.6pp | 34.38%+100.5pp |
| Employer contribution / active EE | $89 | $3,874-97.7% | $4,856-98.2% | $2,637-96.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |