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.
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 | $17,755 | $72,254-75.4% | $86,677-79.5% | $64,808-72.6% |
| Participation rate | 94.6% | 80.4%+14.2pp | 76.6%+18.0pp | 71.5%+23.2pp |
| Annual return | 6.00% | 392.42%-386.4pp | 35.91%-29.9pp | 32.82%-26.8pp |
| Employer contribution / active EE | $336 | $2,393-86.0% | $2,836-88.2% | $2,506-86.6% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |