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 | $5,431 | $59,339-90.8% | $149,673-96.4% | $103,482-94.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 78.8%+21.2pp | 73.3%+26.7pp |
| Annual return | 20.55% | 77.78%-57.2pp | 134.42%-113.9pp | 33.11%-12.6pp |
| Employer contribution / active EE | $288 | $2,178-86.8% | $4,818-94.0% | $3,208-91.0% |
| Participant deferral / active EE | $804 | $3,716-78.4% | $5,680-85.8% | $5,207-84.6% |
| Admin fee / account holder | $25 | $103-75.8% | $13,210-99.8% | $114-78.2% |