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 | $8,396 | $197,591-95.8% | $177,821-95.3% | $158,922-94.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 39.87% | 58.76%-18.9pp | 48.32%-8.5pp | 302.83%-263.0pp |
| Employer contribution / active EE | $1,486 | $6,697-77.8% | $5,918-74.9% | $4,761-68.8% |
| Participant deferral / active EE | $2,055 | $8,405-75.5% | $7,714-73.4% | $5,982-65.6% |
| Admin fee / account holder | $77 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |