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 | $568 | $155,795-99.6% | $136,294-99.6% | $69,631-99.2% |
| Participation rate | 99.8% | 75.2%+24.5pp | 81.9%+17.9pp | 70.7%+29.1pp |
| Annual return | 35.45% | 232464.33%-232428.9pp | 5155.94%-5120.5pp | 27571.02%-27535.6pp |
| Employer contribution / active EE | $1 | $2,991-100.0% | $4,695-100.0% | $2,032-99.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-99.8% | $9,243-100.0% | $110-99.8% |