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 8-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 | $19,269 | $78,422-75.4% | $95,952-79.9% | $79,858-75.9% |
| Participation rate | 98.9% | 73.5%+25.5pp | 77.1%+21.9pp | 69.6%+29.3pp |
| Annual return | 16.71% | 19.37%-2.7pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $542 | $1,945-72.1% | $2,541-78.7% | $2,471-78.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |