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 | $114,692 | $581,964-80.3% | $159,156-27.9% | $581,964-80.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 0.02% | 19.66%-19.6pp | 10.03%-10.0pp | 19.66%-19.6pp |
| Employer contribution / active EE | $47,667 | $21,011+126.9% | $11,593+311.2% | $21,011+126.9% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,578-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $122,144-100.0% | $49,887-100.0% |