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 3-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 | $6,742 | $148,534-95.5% | $135,903-95.0% | $139,434-95.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.72% | 79.19%-41.5pp | 68.23%-30.5pp | 372.94%-335.2pp |
| Employer contribution / active EE | $1,763 | $5,243-66.4% | $4,856-63.7% | $4,751-62.9% |
| Participant deferral / active EE | $2,321 | $8,100-71.4% | $7,758-70.1% | $6,710-65.4% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |