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 | $7,989 | $111,301-92.8% | $112,977-92.9% | $158,922-95.0% |
| Participation rate | 90.0% | 83.5%+6.5pp | 82.6%+7.4pp | 82.0%+8.0pp |
| Annual return | 9.62% | 26.40%-16.8pp | 24.24%-14.6pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,219 | $4,471+16.7% | $4,255+22.7% | $4,761+9.6% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |