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.
Participant 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 | $18,242 | $84,948-78.5% | $70,449-74.1% | $73,409-75.2% |
| Participation rate | 73.6% | 79.9%-6.3pp | 75.1%-1.4pp | 72.2%+1.5pp |
| Annual return | 14.78% | 13.39%+1.4pp | 109.03%-94.2pp | 59.29%-44.5pp |
| Employer contribution / active EE | $1,530 | $2,834-46.0% | $2,737-44.1% | $2,234-31.5% |
| Participant deferral / active EE | $1,178 | $3,387-65.2% | $3,709-68.2% | $3,805-69.1% |
| Admin fee / account holder | $1 | $98-99.4% | $3,845-100.0% | $158-99.6% |