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 4-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 | $2,087 | $60,261-96.5% | $81,783-97.4% | $74,546-97.2% |
| Participation rate | 90.3% | 62.9%+27.4pp | 72.4%+17.9pp | 67.2%+23.1pp |
| Annual return | 51.07% | 16.88%+34.2pp | 775.05%-724.0pp | 1366.03%-1315.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,946 | $3,388-42.6% | $4,320-55.0% | $4,347-55.2% |
| Admin fee / account holder | $4 | $1,482-99.7% | $7,380-99.9% | $1,944-99.8% |