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 | $6,219 | $112,096-94.5% | $95,952-93.5% | $158,922-96.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.16% | 171.09%-158.9pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,229 | $3,198-61.6% | $2,541-51.7% | $4,761-74.2% |
| Participant deferral / active EE | $959 | $4,784-80.0% | $4,167-77.0% | $5,982-84.0% |
| Admin fee / account holder | $291 | $10,130-97.1% | $6,795-95.7% | $11,246-97.4% |