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.
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 | $22,813 | $70,908-67.8% | $98,907-76.9% | $73,488-69.0% |
| Participation rate | 99.5% | 73.8%+25.7pp | 76.0%+23.5pp | 70.7%+28.8pp |
| Annual return | 32.81% | 34.17%-1.4pp | 196.43%-163.6pp | 28.51%+4.3pp |
| Employer contribution / active EE | $1,419 | $2,036-30.3% | $2,689-47.2% | $2,270-37.5% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |