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 | $57,734 | $405,731-85.8% | $123,944-53.4% | $405,731-85.8% |
| Participation rate | 100.0% | 91.9%+8.1pp | 88.8%+11.2pp | 91.9%+8.1pp |
| Annual return | 8.21% | 4.30%+3.9pp | 2.93%+5.3pp | 4.30%+3.9pp |
| Employer contribution / active EE | $10,000 | $26,636-62.5% | $14,253-29.8% | $26,636-62.5% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $5,343-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $1,883-100.0% | $12,997-100.0% |