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.
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 | $4,005 | $65,561-93.9% | $86,188-95.4% | $75,163-94.7% |
| Participation rate | 94.9% | 60.5%+34.4pp | 69.0%+25.9pp | 67.2%+27.7pp |
| Annual return | 28.02% | 46.05%-18.0pp | 1168.45%-1140.4pp | 160.62%-132.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,648 | $3,024-45.5% | $3,985-58.6% | $4,125-60.0% |
| Admin fee / account holder | $20 | $5,474-99.6% | $6,852-99.7% | $5,651-99.6% |