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 | $20,303 | $108,759-81.3% | $149,696-86.4% | $93,223-78.2% |
| Participation rate | 99.9% | 70.7%+29.2pp | 82.5%+17.4pp | 74.9%+25.0pp |
| Annual return | 19.54% | 19.53%0pp | 276.60%-257.1pp | 19.29%+0.3pp |
| Employer contribution / active EE | $2,548 | $2,777-8.2% | $4,644-45.1% | $2,680-4.9% |
| Participant deferral / active EE | $0 | $6,149-100.0% | $6,842-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $81-99.9% | $9,309-100.0% | $79-99.9% |