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 | $18,364 | $42,353-56.6% | $79,550-76.9% | $64,808-71.7% |
| Participation rate | 95.1% | 64.8%+30.4pp | 69.5%+25.6pp | 71.5%+23.6pp |
| Annual return | -12.84% | -12.24%-0.6pp | 0.16%-13.0pp | 32.82%-45.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,163 | $3,170-63.3% | $3,985-70.8% | $4,310-73.0% |
| Admin fee / account holder | $9 | $160-94.1% | $6,832-99.9% | $188-95.0% |