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 | $11,134 | $72,066-84.6% | $81,930-86.4% | $90,288-87.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 72.0%+28.0pp | 73.4%+26.6pp |
| Annual return | 77.04% | 15.92%+61.1pp | 29.49%+47.6pp | 53.97%+23.1pp |
| Employer contribution / active EE | $481 | $2,335-79.4% | $4,310-88.8% | $2,524-80.9% |
| Participant deferral / active EE | $0 | $3,557-100.0% | $7,107-100.0% | $4,232-100.0% |
| Admin fee / account holder | $4 | $92-96.2% | $5,158-99.9% | $114-96.9% |