Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,115 | $101,499-87.1% | $147,005-91.1% | $74,546-82.4% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 92.45% | 8732.34%-8639.9pp | 418.76%-326.3pp | 1366.03%-1273.6pp |
| Employer contribution / active EE | $1,861 | $3,811-51.2% | $4,934-62.3% | $2,624-29.1% |
| Participant deferral / active EE | $2,487 | $7,304-66.0% | $8,070-69.2% | $4,347-42.8% |
| Admin fee / account holder | $8 | $1,748-99.6% | $13,006-99.9% | $1,944-99.6% |