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 | $2,431 | $54,705-95.6% | $71,209-96.6% | $84,808-97.1% |
| Participation rate | 90.4% | 64.1%+26.4pp | 73.8%+16.7pp | 68.3%+22.1pp |
| Annual return | 16.62% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,444 | $3,030-52.4% | $4,175-65.4% | $4,212-65.7% |
| Admin fee / account holder | $18 | $4,863-99.6% | $5,349-99.7% | $7,344-99.7% |