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 | $110,623 | $106,028+4.3% | $146,958-24.7% | $77,643+42.5% |
| Participation rate | 99.9% | 78.4%+21.5pp | 82.2%+17.7pp | 70.6%+29.3pp |
| Annual return | 81.91% | 56.73%+25.2pp | 418.34%-336.4pp | 31.24%+50.7pp |
| Employer contribution / active EE | $509 | $4,063-87.5% | $4,933-89.7% | $2,726-81.3% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |