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 6-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 | $51,962 | $174,892-70.3% | $135,584-61.7% | $357,791-85.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 74.9%+25.1pp | 85.6%+14.4pp |
| Annual return | 22.95% | -8.84%+31.8pp | -6.29%+29.2pp | 396.79%-373.8pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $2,978-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,027 | $4,096-74.9% | $3,505-70.7% | $5,521-81.4% |
| Admin fee / account holder | $22 | $8,977-99.8% | $7,720-99.7% | $28,387-99.9% |