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 | $25,857 | $86,655-70.2% | $119,609-78.4% | $66,914-61.4% |
| Participation rate | 93.6% | 75.6%+18.1pp | 79.3%+14.4pp | 69.8%+23.8pp |
| Annual return | -15.77% | -8.00%-7.8pp | -14.97%-0.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,087 | $2,536-17.7% | $4,232-50.7% | $2,544-18.0% |
| Participant deferral / active EE | $1,636 | $4,358-62.5% | $5,602-70.8% | $4,237-61.4% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |