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 | $9,730 | $49,791-80.5% | $78,210-87.6% | $70,131-86.1% |
| Participation rate | 98.7% | 62.3%+36.4pp | 68.7%+30.0pp | 69.5%+29.2pp |
| Annual return | 19.86% | 20.75%-0.9pp | 40.90%-21.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,084 | $1,430-24.2% | $2,034-46.7% | $2,342-53.7% |
| Participant deferral / active EE | $0 | $2,150-100.0% | $2,823-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,181-100.0% | $3,758-100.0% | $4,645-100.0% |