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 7-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 | $18,846 | $116,175-83.8% | $93,606-79.9% | $152,861-87.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.92% | 35.96%-8.0pp | 32.76%-4.8pp | 345.32%-317.4pp |
| Employer contribution / active EE | $8,395 | $3,218+160.9% | $2,718+208.9% | $4,762+76.3% |
| Participant deferral / active EE | $1,068 | $4,603-76.8% | $4,069-73.8% | $5,850-81.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |