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 | $4,265 | $76,312-94.4% | $67,221-93.7% | $158,922-97.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 41.84% | 22.77%+19.1pp | 20.72%+21.1pp | 302.83%-261.0pp |
| Employer contribution / active EE | $1,814 | $4,476-59.5% | $3,723-51.3% | $4,761-61.9% |
| Participant deferral / active EE | $681 | $5,264-87.1% | $4,384-84.5% | $5,982-88.6% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |