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 | $5,147 | $57,976-91.1% | $62,995-91.8% | $62,292-91.7% |
| Participation rate | 98.1% | 75.9%+22.2pp | 74.8%+23.3pp | 69.5%+28.6pp |
| Annual return | 15.78% | 17.54%-1.8pp | 87.57%-71.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $799 | $2,415-66.9% | $2,759-71.1% | $2,042-60.9% |
| Participant deferral / active EE | $455 | $2,956-84.6% | $3,329-86.3% | $3,169-85.7% |
| Admin fee / account holder | $15 | $276-94.7% | $3,600-99.6% | $479-97.0% |