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 | $6,662 | $107,934-93.8% | $91,989-92.8% | $152,861-95.6% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 30.70% | 89.24%-58.5pp | 69.02%-38.3pp | 345.32%-314.6pp |
| Employer contribution / active EE | $942 | $4,210-77.6% | $3,452-72.7% | $4,762-80.2% |
| Participant deferral / active EE | $1,176 | $6,364-81.5% | $5,923-80.1% | $5,850-79.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |