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 | $8,829 | $176,056-95.0% | $159,436-94.5% | $167,490-94.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.32% | 331.75%-318.4pp | 263.57%-250.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,087 | $5,297-79.5% | $4,829-77.5% | $4,837-77.5% |
| Participant deferral / active EE | $1,825 | $7,750-76.4% | $7,352-75.2% | $6,341-71.2% |
| Admin fee / account holder | $37 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |