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 | $5,507 | $69,362-92.1% | $101,248-94.6% | $73,488-92.5% |
| Participation rate | 96.6% | 68.4%+28.3pp | 75.8%+20.8pp | 70.7%+26.0pp |
| Annual return | 248.81% | 18.46%+230.3pp | 46.47%+202.3pp | 28.51%+220.3pp |
| Employer contribution / active EE | $489 | $2,628-81.4% | $3,660-86.6% | $2,270-78.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |