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 | $18,022 | $79,124-77.2% | $60,874-70.4% | $64,808-72.2% |
| Participation rate | 73.3% | 77.7%-4.4pp | 73.1%+0.2pp | 71.5%+1.8pp |
| Annual return | -10.91% | -7.13%-3.8pp | 16.90%-27.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $1,686 | $3,050-44.7% | $2,701-37.6% | $2,506-32.7% |
| Participant deferral / active EE | $1,316 | $3,725-64.7% | $3,817-65.5% | $4,310-69.5% |
| Admin fee / account holder | $1 | $106-98.7% | $3,224-100.0% | $188-99.3% |