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 10-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 | $2,712 | $99,341-97.3% | $84,750-96.8% | $273,961-99.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.06% | 22.93%-9.9pp | 22.78%-9.7pp | 41.45%-28.4pp |
| Employer contribution / active EE | $1,125 | $4,214-73.3% | $3,574-68.5% | $4,869-76.9% |
| Participant deferral / active EE | $375 | $4,269-91.2% | $3,712-89.9% | $5,287-92.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |