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 | $8,711 | $35,123-75.2% | $93,406-90.7% | $73,409-88.1% |
| Participation rate | 93.5% | 68.3%+25.3pp | 66.8%+26.7pp | 72.2%+21.3pp |
| Annual return | 13.38% | 18.89%-5.5pp | 78.05%-64.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,868 | $1,247+49.8% | $2,075-10.0% | $2,234-16.4% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,126-100.0% | $3,805-100.0% |
| Admin fee / account holder | $2 | $108-98.4% | $5,230-100.0% | $158-98.9% |