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 7-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 | $6,819 | $33,826-79.8% | $88,538-92.3% | $67,579-89.9% |
| Participation rate | 88.2% | 64.6%+23.6pp | 68.7%+19.5pp | 71.3%+17.0pp |
| Annual return | 0.00% | 68.24%-68.2pp | 43.64%-43.6pp | 378.56%-378.6pp |
| Employer contribution / active EE | $3,188 | $1,232+158.8% | $2,098+51.9% | $2,148+48.4% |
| Participant deferral / active EE | $0 | $2,089-100.0% | $2,914-100.0% | $3,539-100.0% |
| Admin fee / account holder | $5 | $134-96.6% | $4,310-99.9% | $142-96.8% |