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 | $23,904 | $98,750-75.8% | $149,696-84.0% | $79,858-70.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 73.59% | 27.43%+46.2pp | 276.60%-203.0pp | 31.71%+41.9pp |
| Employer contribution / active EE | $6,603 | $3,216+105.3% | $4,644+42.2% | $2,471+167.2% |
| Participant deferral / active EE | $2,172 | $5,680-61.8% | $6,842-68.3% | $3,740-41.9% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |