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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,507 | $98,240-92.4% | $82,313-90.9% | $147,584-94.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 37.06% | 30.85%+6.2pp | 25.88%+11.2pp | 578.55%-541.5pp |
| Employer contribution / active EE | $5,333 | $3,192+67.1% | $2,428+119.6% | $4,876+9.4% |
| Participant deferral / active EE | $803 | $4,383-81.7% | $3,706-78.3% | $5,439-85.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |