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 6-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 | $4,509 | $124,281-96.4% | $109,143-95.9% | $167,490-97.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.14% | 26.04%+1.1pp | 25.75%+1.4pp | 478.56%-451.4pp |
| Employer contribution / active EE | $835 | $4,207-80.2% | $3,722-77.6% | $4,837-82.7% |
| Participant deferral / active EE | $1,101 | $5,255-79.0% | $4,653-76.3% | $6,341-82.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |