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 10-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 | $6,411 | $135,952-95.3% | $123,892-94.8% | $273,961-97.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.32% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,225 | $5,170-76.3% | $4,617-73.5% | $4,869-74.8% |
| Participant deferral / active EE | $1,268 | $6,343-80.0% | $5,984-78.8% | $5,287-76.0% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |