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 4-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 | $25,279 | $82,202-69.2% | $125,339-79.8% | $64,808-61.0% |
| Participation rate | 99.6% | 77.9%+21.7pp | 82.4%+17.2pp | 71.5%+28.1pp |
| Annual return | 31.69% | 3.48%+28.2pp | 572.05%-540.4pp | 32.82%-1.1pp |
| Employer contribution / active EE | $24 | $3,615-99.3% | $4,814-99.5% | $2,506-99.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |