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 | $5,468 | $117,381-95.3% | $99,443-94.5% | $152,861-96.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 37.95% | 31.87%+6.1pp | 30.72%+7.2pp | 345.32%-307.4pp |
| Employer contribution / active EE | $2,109 | $3,013-30.0% | $2,540-17.0% | $4,762-55.7% |
| Participant deferral / active EE | $597 | $4,086-85.4% | $3,619-83.5% | $5,850-89.8% |
| Admin fee / account holder | $26 | $7,631-99.7% | $6,250-99.6% | $11,596-99.8% |