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 6-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 | $7,814 | $209,411-96.3% | $178,490-95.6% | $158,922-95.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.82% | 188.75%-179.9pp | 151.07%-142.3pp | 302.83%-294.0pp |
| Employer contribution / active EE | $5,240 | $5,706-8.2% | $5,011+4.6% | $4,761+10.1% |
| Participant deferral / active EE | $1,608 | $5,954-73.0% | $5,202-69.1% | $5,982-73.1% |
| Admin fee / account holder | $200 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |