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 | $11,927 | $167,484-92.9% | $151,611-92.1% | $134,475-91.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 48.99% | 7.80%+41.2pp | 3.33%+45.7pp | 417.96%-369.0pp |
| Employer contribution / active EE | $1,971 | $6,829-71.1% | $6,166-68.0% | $4,740-58.4% |
| Participant deferral / active EE | $3,216 | $8,986-64.2% | $8,363-61.6% | $6,400-49.8% |
| Admin fee / account holder | $86 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |