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 | $6,952 | $176,662-96.1% | $130,648-94.7% | $152,861-95.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 8.04% | 2692.24%-2684.2pp | 1708.96%-1700.9pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,989 | $5,742-65.4% | $4,092-51.4% | $4,762-58.2% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $238 | $7,133-96.7% | $5,464-95.6% | $11,596-97.9% |