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 6-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 | $18,114 | $69,362-73.9% | $101,248-82.1% | $73,488-75.4% |
| Participation rate | 98.5% | 68.4%+30.1pp | 75.8%+22.7pp | 70.7%+27.8pp |
| Annual return | 11.55% | 18.46%-6.9pp | 46.47%-34.9pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,853 | $2,628-29.5% | $3,660-49.4% | $2,270-18.4% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9 | $704-98.7% | $5,945-99.8% | $513-98.2% |