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 9-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 | $8,844 | $53,127-83.4% | $86,590-89.8% | $70,131-87.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $9,661 | $2,068+367.1% | $2,839+240.3% | $2,342+312.4% |
| Participant deferral / active EE | $190 | $2,696-92.9% | $3,609-94.7% | $3,332-94.3% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |