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 8-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,652 | $105,860-90.9% | $90,749-89.4% | $134,475-92.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 20.61% | -11.01%+31.6pp | -12.16%+32.8pp | 417.96%-397.4pp |
| Employer contribution / active EE | $2,834 | $3,462-18.2% | $2,921-3.0% | $4,740-40.2% |
| Participant deferral / active EE | $976 | $5,216-81.3% | $4,564-78.6% | $6,400-84.8% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |