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 | $2,260 | $131,829-98.3% | $108,579-97.9% | $273,961-99.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 29.66% | -91.57%+121.2pp | -51.70%+81.4pp | 41.45%-11.8pp |
| Employer contribution / active EE | $958 | $4,912-80.5% | $3,758-74.5% | $4,869-80.3% |
| Participant deferral / active EE | $837 | $5,127-83.7% | $4,311-80.6% | $5,287-84.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |