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 | $13,675 | $183,519-92.5% | $155,509-91.2% | $145,922-90.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.63% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,928 | $5,313-44.9% | $4,672-37.3% | $4,660-37.2% |
| Participant deferral / active EE | $390 | $6,462-94.0% | $5,626-93.1% | $6,688-94.2% |
| Admin fee / account holder | $109 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |