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 | $26,545 | $101,317-73.8% | $146,958-81.9% | $74,495-64.4% |
| Participation rate | 79.6% | 75.5%+4.1pp | 82.2%-2.5pp | 67.2%+12.4pp |
| Annual return | 27.24% | 8730.91%-8703.7pp | 418.34%-391.1pp | 1364.94%-1337.7pp |
| Employer contribution / active EE | $1,470 | $3,810-61.4% | $4,933-70.2% | $2,623-43.9% |
| Participant deferral / active EE | $2,482 | $7,303-66.0% | $8,070-69.2% | $4,346-42.9% |
| Admin fee / account holder | $27 | $1,739-98.5% | $12,998-99.8% | $1,942-98.6% |