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 8-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 | $6,580 | $98,240-93.3% | $82,313-92.0% | $147,584-95.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.00% | 30.85%-20.9pp | 25.88%-15.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,509 | $3,192-52.7% | $2,428-37.9% | $4,876-69.1% |
| Participant deferral / active EE | $730 | $4,383-83.3% | $3,706-80.3% | $5,439-86.6% |
| Admin fee / account holder | $242 | $8,563-97.2% | $5,608-95.7% | $10,885-97.8% |