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 10-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 | $49,214 | $73,102-32.7% | $123,544-60.2% | $56,287-12.6% |
| Participation rate | 91.0% | 74.3%+16.7pp | 82.3%+8.8pp | 69.9%+21.2pp |
| Annual return | -4.85% | 3.01%-7.9pp | 119.20%-124.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $70 | $2,977-97.6% | $4,628-98.5% | $2,111-96.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |