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 | $26,923 | $99,078-72.8% | $96,544-72.1% | $74,419-63.8% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.0%+19.8pp | 70.7%+25.1pp |
| Annual return | 61.06% | 22.48%+38.6pp | 25.84%+35.2pp | 34.38%+26.7pp |
| Employer contribution / active EE | $644 | $2,570-74.9% | $2,965-78.3% | $2,637-75.6% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |