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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,049 | $58,879-81.2% | $178,490-93.8% | $73,488-85.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 23.79% | 24.86%-1.1pp | 151.07%-127.3pp | 28.51%-4.7pp |
| Employer contribution / active EE | $31 | $2,236-98.6% | $5,011-99.4% | $2,270-98.6% |
| Participant deferral / active EE | $2,623 | $2,567+2.1% | $5,202-49.6% | $3,740-29.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |