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.
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 | $7,928 | $84,487-90.6% | $125,339-93.7% | $66,914-88.2% |
| Participation rate | 91.8% | 76.4%+15.3pp | 82.4%+9.4pp | 69.8%+22.0pp |
| Annual return | -15.46% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,285 | $3,553-63.8% | $4,814-73.3% | $2,544-49.5% |
| Participant deferral / active EE | $2,478 | $6,781-63.5% | $7,446-66.7% | $4,237-41.5% |
| Admin fee / account holder | $67 | $685-90.2% | $10,010-99.3% | $593-88.7% |