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 10-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 | $21,416 | $50,956-58.0% | $96,562-77.8% | $86,799-75.3% |
| Participation rate | 96.3% | 65.2%+31.1pp | 69.8%+26.5pp | 72.3%+24.0pp |
| Annual return | 12.54% | 21.27%-8.7pp | 37.78%-25.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,046 | $2,954-64.6% | $3,849-72.8% | $4,131-74.7% |
| Admin fee / account holder | $11 | $166-93.5% | $6,181-99.8% | $170-93.6% |