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 | $16,368 | $160,055-89.8% | $140,016-88.3% | $135,375-87.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.62% | 911.38%-909.8pp | 651.12%-649.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $4,844 | $6,420-24.6% | $5,606-13.6% | $4,779+1.4% |
| Participant deferral / active EE | $1,250 | $7,642-83.6% | $6,927-82.0% | $5,609-77.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |