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 | $10,404 | $69,010-84.9% | $159,960-93.5% | $68,494-84.8% |
| Participation rate | 97.8% | 65.4%+32.4pp | 78.0%+19.9pp | 67.9%+30.0pp |
| Annual return | 47.17% | -9.65%+56.8pp | 408.60%-361.4pp | -7.84%+55.0pp |
| Employer contribution / active EE | $312 | $2,213-85.9% | $4,226-92.6% | $2,596-88.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,698-100.0% | $5,403-100.0% |