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 | $96,996 | $99,957-3.0% | $149,696-35.2% | $73,488+32.0% |
| Participation rate | 91.6% | 75.7%+15.9pp | 82.5%+9.1pp | 70.7%+20.9pp |
| Annual return | 79.89% | 53.87%+26.0pp | 276.60%-196.7pp | 28.51%+51.4pp |
| Employer contribution / active EE | $8 | $3,191-99.8% | $4,644-99.8% | $2,270-99.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $26 | $551-95.2% | $9,309-99.7% | $513-94.9% |