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 | $7,113 | $117,841-94.0% | $102,423-93.1% | $145,922-95.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.96% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,200 | $3,615-66.8% | $3,023-60.3% | $4,660-74.3% |
| Participant deferral / active EE | $1,200 | $5,731-79.1% | $5,053-76.3% | $6,688-82.1% |
| Admin fee / account holder | $50 | $13,326-99.6% | $9,451-99.5% | $13,397-99.6% |