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.
Participant 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 | $13,412 | $46,292-71.0% | $143,757-90.7% | $64,808-79.3% |
| Participation rate | 86.3% | 64.2%+22.1pp | 80.3%+6.0pp | 71.5%+14.9pp |
| Annual return | -11.48% | -10.05%-1.4pp | -0.04%-11.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $2,198 | $1,910+15.1% | $4,951-55.6% | $2,506-12.3% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $11 | $154-92.8% | $14,673-99.9% | $188-94.1% |