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 | $15,139 | $99,032-84.7% | $80,019-81.1% | $135,375-88.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.75% | 15.39%-18.1pp | 11.22%-14.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $11,592 | $3,043+280.9% | $2,468+369.7% | $4,779+142.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $61 | $10,436-99.4% | $6,521-99.1% | $10,827-99.4% |