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 | $3,785 | $226,064-98.3% | $182,532-97.9% | $152,861-97.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 8.63% | 192.51%-183.9pp | 148.54%-139.9pp | 345.32%-336.7pp |
| Employer contribution / active EE | $1,239 | $4,978-75.1% | $4,076-69.6% | $4,762-74.0% |
| Participant deferral / active EE | $404 | $6,368-93.7% | $5,524-92.7% | $5,850-93.1% |
| Admin fee / account holder | $16 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |