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 | $27,278 | $176,491-84.5% | $95,952-71.6% | $90,288-69.8% |
| Participation rate | 97.4% | 86.6%+10.8pp | 77.1%+20.3pp | 73.4%+24.0pp |
| Annual return | 54.36% | 20.14%+34.2pp | 91.61%-37.3pp | 53.97%+0.4pp |
| Employer contribution / active EE | $1,188 | $2,789-57.4% | $2,541-53.3% | $2,524-52.9% |
| Participant deferral / active EE | $2,633 | $5,340-50.7% | $4,167-36.8% | $4,232-37.8% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |