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 | $13,206 | $107,334-87.7% | $92,893-85.8% | $152,861-91.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.39% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $783 | $4,221-81.5% | $3,653-78.6% | $4,762-83.6% |
| Participant deferral / active EE | $1,191 | $4,845-75.4% | $4,236-71.9% | $5,850-79.6% |
| Admin fee / account holder | $66 | $7,079-99.1% | $5,794-98.9% | $11,596-99.4% |