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 4-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 | $23,277 | $183,963-87.3% | $162,163-85.6% | $152,861-84.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.48% | 150.76%-122.3pp | 115.59%-87.1pp | 345.32%-316.8pp |
| Employer contribution / active EE | $3,721 | $6,371-41.6% | $5,614-33.7% | $4,762-21.9% |
| Participant deferral / active EE | $2,151 | $8,034-73.2% | $7,298-70.5% | $5,850-63.2% |
| Admin fee / account holder | $269 | $13,121-97.9% | $10,843-97.5% | $11,596-97.7% |