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 | $12,332 | $36,916-66.6% | $156,549-92.1% | $57,658-78.6% |
| Participation rate | 99.9% | 63.4%+36.4pp | 84.0%+15.9pp | 70.2%+29.6pp |
| Annual return | 17.06% | 12.38%+4.7pp | 32.23%-15.2pp | 5.13%+11.9pp |
| Employer contribution / active EE | $689 | $1,571-56.2% | $5,501-87.5% | $1,974-65.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |