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 5-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 | $2,594 | $91,407-97.2% | $135,903-98.1% | $71,457-96.4% |
| Participation rate | 84.1% | 75.7%+8.4pp | 81.9%+2.2pp | 67.9%+16.2pp |
| Annual return | 22.96% | 29.90%-6.9pp | 68.23%-45.3pp | 28.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,222 | $7,092-82.8% | $7,758-84.2% | $4,289-71.5% |
| Admin fee / account holder | $41 | $1,266-96.8% | $10,762-99.6% | $1,587-97.4% |