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 6-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 | $5,563 | $117,841-95.3% | $102,423-94.6% | $145,922-96.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.73% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,790 | $3,615-50.5% | $3,023-40.8% | $4,660-61.6% |
| Participant deferral / active EE | $992 | $5,731-82.7% | $5,053-80.4% | $6,688-85.2% |
| Admin fee / account holder | $211 | $13,326-98.4% | $9,451-97.8% | $13,397-98.4% |