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 10-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 | $3,250 | $90,503-96.4% | $78,689-95.9% | $273,961-98.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.42% | 75.60%-59.2pp | 62.18%-45.8pp | 41.45%-25.0pp |
| Employer contribution / active EE | $1,179 | $3,176-62.9% | $2,851-58.7% | $4,869-75.8% |
| Participant deferral / active EE | $473 | $3,901-87.9% | $3,517-86.6% | $5,287-91.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |