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 4-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 | $1,450 | $66,302-97.8% | $110,238-98.7% | $56,287-97.4% |
| Participation rate | 91.9% | 74.9%+17.0pp | 79.8%+12.1pp | 69.9%+22.1pp |
| Annual return | 28.74% | -1.18%+29.9pp | 314.74%-286.0pp | -9.96%+38.7pp |
| Employer contribution / active EE | $440 | $2,047-78.5% | $3,826-88.5% | $2,111-79.2% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $63 | $698-91.0% | $8,547-99.3% | $521-88.0% |