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 | $6,162 | $60,795-89.9% | $69,455-91.1% | $65,185-90.5% |
| Participation rate | 98.6% | 74.9%+23.7pp | 74.6%+23.9pp | 70.2%+28.4pp |
| Annual return | 19.42% | 17.46%+2.0pp | 28.97%-9.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $833 | $2,452-66.0% | $2,779-70.0% | $2,177-61.7% |
| Participant deferral / active EE | $431 | $3,162-86.4% | $3,535-87.8% | $3,514-87.7% |
| Admin fee / account holder | $10 | $314-96.9% | $3,839-99.7% | $847-98.9% |