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 | $25,458 | $309,303-91.8% | $420,196-93.9% | $309,303-91.8% |
| Participation rate | 100.0% | 96.2%+3.8pp | 100.0%0pp | 96.2%+3.8pp |
| Annual return | 139.53% | 6.50%+133.0pp | 9.58%+130.0pp | 6.50%+133.0pp |
| Employer contribution / active EE | $7,654 | $25,613-70.1% | $15,604-50.9% | $25,613-70.1% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $7,731-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $31,748-100.0% | $3,510-100.0% | $31,748-100.0% |