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 | $11,499 | $89,652-87.2% | $141,162-91.9% | $65,185-82.4% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.5%+11.9pp | 70.2%+24.1pp |
| Annual return | 23.55% | 32.79%-9.2pp | 71.39%-47.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $118 | $3,065-96.1% | $4,735-97.5% | $2,177-94.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |