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 | $618 | $105,630-99.4% | $87,507-99.3% | $273,961-99.8% |
| Participation rate | 73.3% | 78.2%-4.9pp | 73.8%-0.5pp | 83.0%-9.7pp |
| Annual return | 0.00% | 12.25%-12.3pp | 12.21%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $202 | $3,141-93.6% | $2,550-92.1% | $4,869-95.9% |
| Participant deferral / active EE | $250 | $3,601-93.0% | $3,149-92.1% | $5,287-95.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |