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 7-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 | $7,071 | $102,616-93.1% | $81,983-91.4% | $158,922-95.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.20% | 61.04%-37.8pp | 41.31%-18.1pp | 302.83%-279.6pp |
| Employer contribution / active EE | $966 | $3,240-70.2% | $2,498-61.3% | $4,761-79.7% |
| Participant deferral / active EE | $966 | $4,648-79.2% | $3,722-74.0% | $5,982-83.9% |
| Admin fee / account holder | $26 | $8,235-99.7% | $5,664-99.5% | $11,246-99.8% |