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 | $30,900 | $73,638-58.0% | $95,952-67.8% | $73,488-58.0% |
| Participation rate | 98.8% | 76.2%+22.6pp | 77.1%+21.7pp | 70.7%+28.1pp |
| Annual return | 41.43% | 16.78%+24.6pp | 91.61%-50.2pp | 28.51%+12.9pp |
| Employer contribution / active EE | $805 | $1,863-56.8% | $2,541-68.3% | $2,270-64.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |