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 | $4,292 | $127,386-96.6% | $115,037-96.3% | $125,391-96.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.96% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,208 | $5,166-76.6% | $4,608-73.8% | $4,866-75.2% |
| Participant deferral / active EE | $1,208 | $6,423-81.2% | $6,026-80.0% | $5,352-77.4% |
| Admin fee / account holder | $181 | $9,516-98.1% | $8,175-97.8% | $9,540-98.1% |