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 5-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 | $6,957 | $95,416-92.7% | $185,823-96.3% | $85,850-91.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 29.05% | 23.59%+5.5pp | 122.05%-93.0pp | 318.53%-289.5pp |
| Employer contribution / active EE | $4,909 | $3,314+48.1% | $5,167-5.0% | $2,565+91.4% |
| Participant deferral / active EE | $398 | $3,423-88.4% | $5,568-92.9% | $3,952-89.9% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |