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 | $13,612 | $226,064-94.0% | $182,532-92.5% | $152,861-91.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 10.77% | 192.51%-181.7pp | 148.54%-137.8pp | 345.32%-334.5pp |
| Employer contribution / active EE | $7,427 | $4,978+49.2% | $4,076+82.2% | $4,762+56.0% |
| Participant deferral / active EE | $492 | $6,368-92.3% | $5,524-91.1% | $5,850-91.6% |
| Admin fee / account holder | $31 | $10,703-99.7% | $8,592-99.6% | $11,596-99.7% |