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 9-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 | $20,763 | $66,302-68.7% | $110,238-81.2% | $56,287-63.1% |
| Participation rate | 99.4% | 74.9%+24.5pp | 79.8%+19.5pp | 69.9%+29.5pp |
| Annual return | 4.68% | -1.18%+5.9pp | 314.74%-310.1pp | -9.96%+14.6pp |
| Employer contribution / active EE | $2,785 | $2,047+36.0% | $3,826-27.2% | $2,111+31.9% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |