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 | $65,817 | $95,274-30.9% | $135,903-51.6% | $74,419-11.6% |
| Participation rate | 82.5% | 78.2%+4.3pp | 81.9%+0.6pp | 70.7%+11.8pp |
| Annual return | 31.63% | 32.77%-1.1pp | 68.23%-36.6pp | 34.38%-2.8pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $15,210 | $7,782+95.5% | $7,758+96.1% | $4,528+235.9% |
| Admin fee / account holder | -$1 | $266-100.5% | $10,762-100.0% | $348-100.4% |