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 5-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 | $28,090 | $94,621-70.3% | $138,135-79.7% | $73,409-61.7% |
| Participation rate | 95.1% | 83.4%+11.7pp | 78.7%+16.4pp | 72.2%+23.0pp |
| Annual return | 0.00% | 16.57%-16.6pp | 20.51%-20.5pp | 59.29%-59.3pp |
| Employer contribution / active EE | $26,954 | $4,410+511.2% | $5,587+382.5% | $2,234+1106.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $6,431-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $140-100.0% | $11,856-100.0% | $158-100.0% |