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 | $146,004-64.4% | $116,250-55.3% | $382,429-86.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.6%+26.4pp | 87.7%+12.3pp |
| Annual return | 22.95% | -6.33%+29.3pp | -4.11%+27.1pp | 248.85%-225.9pp |
| Employer contribution / active EE | $0 | $3,922-100.0% | $2,865-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $1,027 | $3,535-71.0% | $3,192-67.8% | $5,727-82.1% |
| Admin fee / account holder | $22 | $7,262-99.7% | $7,117-99.7% | $30,732-99.9% |