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 3-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 | $2,786 | $111,814-97.5% | $103,374-97.3% | $145,959-98.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.67% | 24.77%-7.1pp | 24.89%-7.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,666 | $4,214-60.5% | $3,869-56.9% | $4,661-64.3% |
| Participant deferral / active EE | $1,241 | $5,618-77.9% | $5,058-75.5% | $6,689-81.5% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |