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 | $4,679 | $114,237-95.9% | $119,258-96.1% | $167,490-97.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 19.60% | 29.87%-10.3pp | 30.69%-11.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,326 | $4,481-70.4% | $4,384-69.8% | $4,837-72.6% |
| Participant deferral / active EE | $1,404 | $6,084-76.9% | $6,111-77.0% | $6,341-77.9% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |