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 | $9,657 | $183,963-94.8% | $162,163-94.0% | $152,861-93.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 35.62% | 150.76%-115.1pp | 115.59%-80.0pp | 345.32%-309.7pp |
| Employer contribution / active EE | $4,229 | $6,371-33.6% | $5,614-24.7% | $4,762-11.2% |
| Participant deferral / active EE | $2,630 | $8,034-67.3% | $7,298-64.0% | $5,850-55.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |