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 8-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 | $1,630 | $63,114-97.4% | $92,893-98.2% | $65,185-97.5% |
| Participation rate | 98.3% | 68.8%+29.5pp | 76.0%+22.3pp | 70.2%+28.1pp |
| Annual return | 24.63% | 28.75%-4.1pp | 109.41%-84.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $498 | $2,571-80.6% | $3,653-86.4% | $2,177-77.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-99.9% | $5,794-100.0% | $847-99.9% |