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 | $63,315 | $89,652-29.4% | $141,162-55.1% | $65,185-2.9% |
| Participation rate | 84.7% | 74.7%+10.0pp | 82.5%+2.2pp | 70.2%+14.5pp |
| Annual return | 45.43% | 32.79%+12.6pp | 71.39%-26.0pp | 29.38%+16.0pp |
| Employer contribution / active EE | $295 | $3,065-90.4% | $4,735-93.8% | $2,177-86.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $569-99.7% | $10,261-100.0% | $847-99.8% |