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 5-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 | $7,600 | $105,126-92.8% | $94,646-92.0% | $139,434-94.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.03% | 38.03%-15.0pp | 156.71%-133.7pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,006 | $4,106-75.5% | $3,672-72.6% | $4,751-78.8% |
| Participant deferral / active EE | $1,109 | $7,599-85.4% | $7,418-85.0% | $6,710-83.5% |
| Admin fee / account holder | $61 | $8,984-99.3% | $7,231-99.2% | $11,403-99.5% |