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 | $4,152 | $45,000-90.8% | $143,757-97.1% | $77,904-94.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -16.94% | 29.03%-46.0pp | -0.04%-16.9pp | 12.21%-29.1pp |
| Employer contribution / active EE | $271 | $1,870-85.5% | $4,951-94.5% | $2,848-90.5% |
| Participant deferral / active EE | $758 | $3,157-76.0% | $5,637-86.5% | $4,806-84.2% |
| Admin fee / account holder | $0 | $98-100.0% | $14,673-100.0% | $133-100.0% |