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 7-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 | $36,722 | $119,446-69.3% | $150,045-75.5% | $85,563-57.1% |
| Participation rate | 91.6% | 75.4%+16.1pp | 82.3%+9.2pp | 66.0%+25.6pp |
| Annual return | 385.19% | 23.72%+361.5pp | 62.55%+322.6pp | 31.51%+353.7pp |
| Employer contribution / active EE | $899 | $4,078-78.0% | $4,693-80.8% | $2,654-66.1% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |