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 4-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 | $39,327 | $427,974-90.8% | $412,440-90.5% | $474,542-91.7% |
| Participation rate | 100.0% | 87.7%+12.3pp | 85.4%+14.6pp | 87.2%+12.8pp |
| Annual return | 17.96% | 8.97%+9.0pp | 8.58%+9.4pp | 7.51%+10.4pp |
| Employer contribution / active EE | $12,494 | $18,215-31.4% | $19,314-35.3% | $27,752-55.0% |
| Participant deferral / active EE | $0 | $8,480-100.0% | $8,006-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $6,403-100.0% | $6,133-100.0% |