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 | $7,573 | $58,828-87.1% | $77,999-90.3% | $62,891-88.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 11.48% | 17.16%-5.7pp | 425.96%-414.5pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,322 | $1,672-20.9% | $2,470-46.5% | $2,281-42.0% |
| Participant deferral / active EE | $932 | $2,686-65.3% | $3,497-73.3% | $3,203-70.9% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |