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 | $30,381 | $290,732-89.6% | $200,582-84.9% | - |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.9%+13.1pp | - |
| Annual return | 26.26% | 14.10%+12.2pp | 42.33%-16.1pp | - |
| Employer contribution / active EE | $2,386 | $5,017-52.4% | $6,419-62.8% | - |
| Participant deferral / active EE | $0 | $8,241-100.0% | $9,331-100.0% | - |
| Admin fee / account holder | $0 | $8,656-100.0% | $16,305-100.0% | - |