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.
Employer 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 | $24,431 | $104,475-76.6% | $159,436-84.7% | $79,386-69.2% |
| Participation rate | 93.1% | 76.6%+16.5pp | 82.8%+10.2pp | 70.7%+22.4pp |
| Annual return | 18.11% | 67.95%-49.8pp | 263.57%-245.5pp | 116.85%-98.7pp |
| Employer contribution / active EE | $774 | $3,417-77.3% | $4,829-84.0% | $2,427-68.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |