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 8-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 | $11,344 | $107,934-89.5% | $91,989-87.7% | $152,861-92.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 40.55% | 89.24%-48.7pp | 69.02%-28.5pp | 345.32%-304.8pp |
| Employer contribution / active EE | $5,385 | $4,210+27.9% | $3,452+56.0% | $4,762+13.1% |
| Participant deferral / active EE | $261 | $6,364-95.9% | $5,923-95.6% | $5,850-95.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |