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 | $16,792 | $180,449-90.7% | $154,107-89.1% | $135,375-87.6% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -8.26% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,308 | $6,035-78.3% | $5,298-75.3% | $4,779-72.6% |
| Participant deferral / active EE | $1,768 | $5,806-69.6% | $5,081-65.2% | $5,609-68.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |