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 | $4,941 | $150,187-96.7% | $120,354-95.9% | $145,922-96.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.56% | 154.07%-141.5pp | 107.15%-94.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,339 | $4,348-46.2% | $3,463-32.4% | $4,660-49.8% |
| Participant deferral / active EE | $450 | $6,173-92.7% | $4,991-91.0% | $6,688-93.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |