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 | $20,566 | $66,601-69.1% | $92,893-77.9% | $67,579-69.6% |
| Participation rate | 98.3% | 72.5%+25.9pp | 76.0%+22.3pp | 71.3%+27.1pp |
| Annual return | 93.98% | 92.58%+1.4pp | 109.41%-15.4pp | 378.56%-284.6pp |
| Employer contribution / active EE | $2,497 | $2,775-10.0% | $3,653-31.6% | $2,148+16.3% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |