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 | $67,243 | $213,957-68.6% | $149,696-55.1% | - |
| Participation rate | 85.9% | 79.5%+6.4pp | 82.5%+3.5pp | - |
| Annual return | 11.06% | 9.83%+1.2pp | 276.60%-265.5pp | - |
| Employer contribution / active EE | $2,908 | $3,868-24.8% | $4,644-37.4% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,842-100.0% | - |
| Admin fee / account holder | $7 | $24,510-100.0% | $9,309-99.9% | - |