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 7-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 | $7,877 | $51,620-84.7% | $90,281-91.3% | $65,185-87.9% |
| Participation rate | 96.5% | 68.6%+27.8pp | 73.3%+23.2pp | 70.2%+26.3pp |
| Annual return | 73.53% | 24.94%+48.6pp | 78.10%-4.6pp | 29.38%+44.1pp |
| Employer contribution / active EE | $207 | $2,235-90.7% | $2,854-92.7% | $2,177-90.5% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |