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 7-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 | $28,838 | $80,005-64.0% | $140,016-79.4% | $55,725-48.2% |
| Participation rate | 99.1% | 87.0%+12.1pp | 87.5%+11.6pp | 70.9%+28.3pp |
| Annual return | 0.52% | 0.46%+0.1pp | 651.12%-650.6pp | 244.93%-244.4pp |
| Employer contribution / active EE | $4,539 | $3,403+33.4% | $5,606-19.0% | $2,078+118.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-99.9% | $10,705-100.0% | $115-99.9% |