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 | $10,978 | $59,101-81.4% | $77,163-85.8% | $75,163-85.4% |
| Participation rate | 89.0% | 63.9%+25.1pp | 69.6%+19.4pp | 67.2%+21.8pp |
| Annual return | 18.06% | 26.71%-8.7pp | 37.87%-19.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $13 | $1,995-99.4% | $2,535-99.5% | $2,670-99.5% |
| Participant deferral / active EE | $3,737 | $2,999+24.6% | $3,833-2.5% | $4,125-9.4% |
| Admin fee / account holder | $26 | $4,774-99.5% | $5,472-99.5% | $5,651-99.5% |