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 | $33,458 | $79,013-57.7% | $100,391-66.7% | $74,495-55.1% |
| Participation rate | 82.0% | 79.5%+2.5pp | 81.5%+0.5pp | 67.2%+14.8pp |
| Annual return | 14.37% | 20.41%-6.0pp | 49.20%-34.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,113 | $3,021-63.2% | $3,942-71.8% | $2,623-57.6% |
| Participant deferral / active EE | $1,199 | $7,760-84.5% | $8,082-85.2% | $4,346-72.4% |
| Admin fee / account holder | $41 | $1,320-96.9% | $7,899-99.5% | $1,942-97.9% |