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 9-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 | $16,647 | $198,466-91.6% | $170,442-90.2% | $147,584-88.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 124.97% | 257.29%-132.3pp | 205.93%-81.0pp | 578.55%-453.6pp |
| Employer contribution / active EE | $5,383 | $6,184-13.0% | $5,433-0.9% | $4,876+10.4% |
| Participant deferral / active EE | $1,234 | $5,629-78.1% | $4,939-75.0% | $5,439-77.3% |
| Admin fee / account holder | $116 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |