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 | $44,722 | $76,670-41.7% | $96,683-53.7% | $71,457-37.4% |
| Participation rate | 98.1% | 66.6%+31.6pp | 74.3%+23.8pp | 67.9%+30.2pp |
| Annual return | 82.11% | 48.29%+33.8pp | 35.69%+46.4pp | 28.85%+53.3pp |
| Employer contribution / active EE | $460 | $3,031-84.8% | $3,737-87.7% | $2,588-82.2% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |