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.
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 | $13,200 | $82,783-84.1% | $133,956-90.1% | $90,288-85.4% |
| Participation rate | 70.4% | 81.3%-10.9pp | 79.8%-9.5pp | 73.4%-3.0pp |
| Annual return | 222.68% | 21.89%+200.8pp | 45.09%+177.6pp | 53.97%+168.7pp |
| Employer contribution / active EE | $23 | $2,388-99.0% | $3,919-99.4% | $2,524-99.1% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,048-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $8,927-100.0% | $114-100.0% |