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 7-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 | $21,477 | $98,750-78.3% | $149,696-85.7% | $79,858-73.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.17% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $4,934 | $3,216+53.4% | $4,644+6.2% | $2,471+99.7% |
| Participant deferral / active EE | $244 | $5,680-95.7% | $6,842-96.4% | $3,740-93.5% |
| Admin fee / account holder | $255 | $6,053-95.8% | $9,309-97.3% | $5,306-95.2% |